Investment Strategy
AS Swiss Equity Fund – AS Swiss Equity Plus is a long-only ESG Swiss equity fund. The fund aims for steady long-term capital growth with lower correlation to markets. The investment strategy is long-only with the option to reduce market exposure through the use of options. The portfolio is actively managed, focused on alpha generation. The fund offers a combination of investment in value and growth stocks
Performance
Investment Methodology
Fundamental Analysis : The managers focus on quality companies, whose growth is constant and regular over the long term. Detailed financial models are constantly updated. Frequent contacts with the managements of the companies as well as their competitors are maintained.
Clear and transparent strategy : The fund offers a simple and transparent management strategy through investments in quality equities.
Active management : The fund does not seek to replicate the benchmark but to generate alpha. In the Swiss equity fund category, it generally has a lower beta and a high tracking error.
Shareholder engagement : Dialogue is initiated with companies on financially material environmental, social and governance issues. Thus the findings are integrated into the fundamental analysis of companies.
Reports of shareholder engagement meetings with companies held in the fund are available on request.
The information published is only informative and in no way represents an offer to conclude. Units of these funds may only be subscribed on the basis of the information contained in the fund’s prospectus. References to past performance cannot guarantee their future evolution. Performance data does not include commissions and fees that may be charged when subscribing and redeeming units.