Industry Leader Fund A header image

Industry Leader Fund A

Fund

ISIN CH1148231033 / Valor 11482310

NAV (2026-07-13)
CHF 6,773.54+0.32%

Industry Leader Fund A
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The Industry Leader Fund aims for long-term capital growth by investing the majority of its assets in global publicly traded equities from established companies across various sectors. Specifically, over two-thirds of the portfolio are allocated to stocks and similar equity instruments from regulated and accessible markets worldwide. Additionally, up to one-third of the fund is invested in short-term cash equivalents like bank deposits and money market instruments. To maintain a balanced approach, the fund restricts its investments in small-cap and emerging market companies to no more than 30% of the total assets, ensuring diversification and stability within the portfolio.

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OTHER SHARE CLASSES OF THIS FUND

Industry Leader Fund V - CHF Hedged
Industry Leader Fund V - CHF Hedged Industry Leader Fund V - CHF Hedged Valor: 13748118
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Annual Return

-50%0%+50%

Risk level

110
0.03%CHF 6,380.10
Industry Leader Fund B
Industry Leader Fund B Industry Leader Fund B Valor: 11837375
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Annual Return

-50%0%+50%

Risk level

110
0.32%CHF 7,492.78