Investment Strategy
AS Swiss Equity Fund – AS Swiss Equity Plus is a long-only fund invested in Swiss equities that incorporates ESG criteria. It aims to achieve steady long-term capital growth while seeking lower correlation with the markets. The investment strategy is long-only, with the possibility of reducing market exposure through the use of options. ESG considerations are central to the investment process and directly influence stock selection. The fund thus offers a balanced approach, combining investments in growth stocks and value stocks to build a diversified and resilient portfolio.
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.