Upright Umbrella – Schweizer Aktienperlen – T-USD

The Upright Umbrella Schweizer Aktienperlen focuses on long-term growth by investing in a diverse range of Swiss companies, predominantly large caps (73.6%) with strong or increasing dividend yields. The portfolio also includes mid caps (24.5%) and a smaller portion of small caps (1.84%), covering key sectors such as financial services, banks, chemicals, food and soft drinks, insurance, building materials, and pharmaceuticals. Notable holdings include major firms like Nestlé, ensuring broad exposure to leading industries within Switzerland.