VVA - Aktien Schweiz F header image

VVA - Aktien Schweiz F

Fund

ISIN CH0008410448 / Valor 841044

NAV (2025-01-16)
CHF 207.87+1.30%

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 investments swiss equities swiss 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
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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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.32%USD 168.45