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Swiss Equity Select B


  • Current Value CHF 11.18
  • Previous Value CHF 11.22
  • Difference to day before -0.32 %
  • Launch Date 09/15/2017 - 14:00

The "Swiss Rock Swiss Equity Select" fund invests in the best 40 to 50 Swiss equities according to the proprietary Swiss Rock factor model, which has been successfully applied for more than 10 years and is constantly being further developed. Account is also taken of ESG criteria and ESG trends. A benchmark index is not defined. Instead, the idea of equal weighting is followed, taking into account stock liquidity. To take the latter into account, large stocks are weighted at 5%, medium stocks at 2.5% and small stocks at 1%. This results in a portfolio with around 30% large, 50% medium and 20% small stocks. The fund thus differs massively from the SPI, in which the large stocks clearly dominate with a weighting of over 80% (see prospectus and fact sheet).

Swiss Rock EF (CH) - Swiss Equity Select B


  • YTD (Year-to-Date) -2.70 %
  • 1 Month -2.67 %
  • 3 Months -6.76 %
  • 6 Months -9.73 %

Last Update: 11/10/2023 - 01:00

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