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Global Equity Institutional C

Overview

  • Current Value CHF 12.89
  • Previous Value CHF 12.82
  • Difference to day before +0.55 %
  • Launch Date 07/10/2019 - 14:00

The fund "Swiss Rock Global Equities Institutional" invests broadly diversified in equities of developed and developing countries, with the latter accounting for up to 15% of the portfolio. The active investment approach is based on the factors value, growth, momentum, and quality, also considering ESG criteria and ESG trends. Swiss Rock has been successfully using the relevant factor models for more than 10 years and is constantly developing them further. The fund is particularly interesting for investors seeking exposure to the global equity market. Class A shares are reserved for qualified investors according to the fund contract (see prospectus and fact sheet).

Swiss Rock (CH) Institutional Funds - Swiss Rock (CH) Global Equity Institutional C

Performance

  • YTD (Year-to-Date) +8.59 %
  • 1 Month +7.24 %
  • 3 Months +11.41 %
  • 6 Months +10.83 %

Last Update: 02/09/2024 - 01:00

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