Equity funds: Balance of risk and return

When it comes to stock selection, we focus on facts rather than trends. That's why we invest in companies with a proven business model for our active equity funds. We pursue a structured approach, take ESG criteria into account, identify risks at an early stage, exploit opportunities and create added value for our investors.

A few facts and figures

We manage more than CHF 16 billion with active equity solutions.

With each fund we invest in the 80 to 160 equities with the greatest potential.

We are constantly monitoring an investment universe of more than 4,000 equities.

We exercise our voting rights and get actively involved.

We manage more than CHF 16 billion with active equity solutions.

We are constantly monitoring an investment universe of more than 4,000 equities.

With each fund we invest in the 80 to 160 equities with the greatest potential.

We exercise our voting rights and get actively involved.

Thanks to our proximity to the equity markets, we are able to select profitable and sustainably operating companies.

Dr René Nicolodi, Head of Equities & Themes

Fundamental, systematic or sustainable?

You determine how we invest your assets. Rely on our in-depth investment knowledge, our smart computer models or our most sustainable investment strategy.