Industry Leader Fund B header image

Industry Leader Fund B

Fund

ISIN CH1183737530 / Valor 11837375

NAV (2026-07-09)
CHF 7,460.25+0.75%

Industry Leader Fund B
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.86%CHF 6,374.78
Industry Leader Fund A
Industry Leader Fund A Industry Leader Fund A Valor: 11482310
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%CHF 6,744.14