Industry Leader Fund V - CHF Hedged

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.