SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG D header image

SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG D

Fund

ISIN CH0372701125 / Valor 37270112

NAV (2025-12-11)
CHF 135.00-0.16%

SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG D
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SZKB Dividendenfonds Schweiz Plus ESG actively manages its portfolio to preserve and grow capital by primarily investing at least 80% in Swiss-denominated stocks of companies based in Switzerland or with significant operations there, spanning all industries and sizes, including small and medium enterprises. The fund also employs covered call strategies on these Swiss equities and may allocate up to 20% to global stocks, Swiss cash holdings, and various derivatives like calls and futures for additional investment strategies and hedging purposes.

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OTHER SHARE CLASSES OF THIS FUND

SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG DA
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG DA SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG DA
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Annual Return

-50%0%+50%

Risk level

110
-0.16%CHF 99.44
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG A
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG A SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG A Valor: 37270106
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Annual Return

-50%0%+50%

Risk level

110
-0.17%CHF 96.45
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG IT
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG IT SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG IT Valor: 37270110
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Annual Return

-50%0%+50%

Risk level

110
-0.16%CHF 1,310.36
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG IA
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG IA SZKB FONDS - SZKB Dividendenfonds Schweiz Plus ESG IA Valor: 37270109
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Annual Return

-50%0%+50%

Risk level

110
-0.16%CHF 967.07