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Swiss Equity Index Plus A

Overview

  • Current Value CHF 19.49
  • Previous Value CHF 19.57
  • Difference to day before -0.39 %
  • Launch Date 04/19/2013 - 14:00

The "Swiss Rock Swiss Equity Index Plus" fund corresponds to the SPI in terms of return and risk characteristics, from which it deviates specifically in order to generate an additional return. The security-specific weighting deviations between the fund and the SPI may not exceed 1 percentage point. The basis for the active positioning is a proprietary factor model that Swiss Rock has been using successfully for more than 10 years and is continuously developing. The fund is particularly interesting for investors seeking "exposure" to the capitalization-weighted Swiss equity market (see prospectus and fact sheet).

Swiss Rock (CH) - Swiss Rock Swiss Equity Index Plus A

Performance

  • YTD (Year-to-Date) +2.21 %
  • 1 Month -1.42 %
  • 3 Months +1.52 %
  • 6 Months +4.67 %

Last Update: 04/09/2024 - 02:00

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