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
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