ETHOS II - Ethos Swiss Sustainable Equities B header image

ETHOS II - Ethos Swiss Sustainable Equities B

Fund

ISIN CH0576443466 / Valor 57644346

NAV (2025-04-16)
CHF 169.30-0.23%

ETHOS II - Ethos Swiss Sustainable Equities B
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General Objective

Ethos Swiss Sustainable Equities aims to offer investors the opportunity to participate in the development of the Swiss equity market by capturing the long-term outperformance potential of companies that integrate sustainable development strategies into their business activities.

Fund Exposure

This fund is characterized by its exposure to Swiss equity securities and securities rights of companies that are headquartered in Switzerland or conduct a predominant part of their business in Switzerland and are included in the SPI® index. It is actively managed and undergoes extra-financial assessments according to a "best-in-class" methodology carried out by Ethos, along with qualitative, fundamental, and behavioral financial analysis by Banque Cantonale Vaudoise Asset Management.

Risks

The fund's risk and return profile indicates a low risk with low yield potential, highlighting that historical data used to calculate the degree of risk to returns on investments cannot be regarded as reliable indicators for the future risk profile. There is no capital guarantee or capital protection, and additional information about risks is available in the fund contract.

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Source

https://www.ethosfund.ch/en/ethos-indices/swiss-responsible-equity-index

Tags:
Sustainable swiss equities spi

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OTHER SHARE CLASSES OF THIS FUND

ETHOS II - Ethos Swiss Sustainable Equities Z
ETHOS II - Ethos Swiss Sustainable Equities Z ETHOS II - Ethos Swiss Sustainable Equities Z Valor: 57644348
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.23%CHF 169.72
ETHOS II - Ethos Swiss Sustainable Equities C
ETHOS II - Ethos Swiss Sustainable Equities C ETHOS II - Ethos Swiss Sustainable Equities C Valor: 57644347
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.23%CHF 169.43
ETHOS II - Ethos Swiss Sustainable Equities A
ETHOS II - Ethos Swiss Sustainable Equities A ETHOS II - Ethos Swiss Sustainable Equities A Valor: 57644345
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Annual Return

-50%0%+50%

Risk level

110
-0.23%CHF 168.64