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

The main objective of this investment fund is to achieve long-term capital growth in line with the market. The fund invests in a diversified portfolio of stocks of companies traded on the Swiss stock exchange, with the potential use of complex financial instruments such as derivatives. The expected returns come from capital gains, dividends, and interest.

The fund invests at least 2/3 of its assets in stocks of companies traded on the Swiss stock exchange or included in the SPI. Additionally, the fund may use complex financial instruments such as stock index futures. Investors have the opportunity to buy or sell the fund on any banking day in Zurich. The fund offers three share classes and reinvests income back into the fund.

It is important to note that this investment fund may not be suitable for investors looking to withdraw their funds within a five-year period. The use of complex financial instruments and the focus on Swiss stocks may expose the fund to market volatility and specific risks associated with the Swiss market. Investors should carefully consider their investment horizon and risk tolerance before investing in this fund.

https://www.swiss-rock.ch/funds/aktien-schweiz-index-plus-ch/shareclass-c