VVA - Aktien Schweiz F
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General Objective
The fund aims to actively manage Swiss equities, focusing on Swiss Blue-Chips, with a preference for investment instruments that optimize after-tax returns and do not follow a benchmark index.
Fund Exposure
The fund is diversified across sectors and primarily focuses on Swiss Blue-Chips. Stock selection is driven by valuation, positive momentum, and sound corporate structure. The fund is not constrained by a benchmark index, allowing for flexibility in investment decisions.
Risks
As the fund invests in equities, it is subject to fluctuations in value. Additionally, the use of derivatives can introduce additional counterparty risks. There is no capital guarantee for the fund, meaning the value of a unit may fall below the purchase price. Specific risks associated with the fund can be found in the prospectus.
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Source
https://www.vermoegenszentrum.ch/
Tags:
global investmentsswiss equitiesswiss market index
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OTHER SHARE CLASSES OF THIS FUND
VVA - Aktien Schweiz F (EUR hedged)
VVA - Aktien Schweiz F (EUR hedged)
VVA - Aktien Schweiz F (EUR hedged)
Valor: 27179733
Annual Return
-50%0%+50%
Risk level
110
1.31%EUR 144.35
VVA - Aktien Schweiz F (USD hedged)
VVA - Aktien Schweiz F (USD hedged)
VVA - Aktien Schweiz F (USD hedged)
Valor: 27179744