Swiss Rock (CH) - Swiss Rock Aktien Schweiz Index Plus A

Swiss Rock (CH) Swiss Rock Akt Schw Idx+ is a Swiss equity fund that mirrors the Swiss Performance Index while actively adjusting individual stock weightings by up to one percentage point to aim for higher returns. The fund’s portfolio includes major Swiss companies such as Nestle S.A. (13.5%), Novartis AG (13.0%), and key sectors like food and beverage (14.3%) and insurance (12.3%). Using a proprietary factor model developed by Swiss Rock Asset Management, the fund offers diversified exposure to the capitalisation-weighted Swiss equity market, leveraging over a decade of expertise to enhance performance.