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Swiss Equity Index Plus A

Overview

  • Current Value CHF 19.35
  • Previous Value CHF 19.47
  • Difference to day before -0.61 %
  • Launch Date 04/19/2013

The investment objective of Swiss Equities Index Plus is to replicate the return and, in particular, the risk characteristics of the Swiss equity market (SPI) while profitably exploiting many temporary imbalances. This is achieved by using a multivariate risk model for portfolio construction, also taking into account transaction costs and liquidity. By means of a systematic and empirically validated selection process, stocks with higher expected returns are overweighted and stocks with lower expected returns are underweighted in a controlled manner compared to the SPI index. Deviations from the index weight can currently be ± 0.75%, with an expected deviation error of 1%. The fund is suitable for investors with a long-term investment horizon who primarily seek growth of the invested capital (see prospectus and fact sheet).

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

Performance

  • YTD (Year-to-Date) +2.91 %
  • 1 Month +0.88 %
  • 3 Months +5.19 %
  • 6 Months +1.27 %

Last Update: 02/06/2023

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