OLZ 1 - Equity Switzerland Optimized ESG IR

OLZ 1 - Equity Switzerland Optimized ESG invests in a carefully selected portfolio of Swiss stocks that meet high Environmental, Social, and Governance (ESG) standards and exhibit strong liquidity. The fund employs a systematic, risk-based approach to achieve optimal diversification, using minimum variance optimization to enhance the risk-return profile compared to the standard cap-weighted index. By forecasting factors like volatility and correlations, OLZ 1 constructs a balanced and sustainable equity portfolio without utilizing leverage, short selling, or securities lending, aiming for improved performance over the medium to long term.