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
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
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
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