|All data as of 01/31/2024
|AS Swiss Equity Fund- AS Swiss Equity Cadmos Engagement - Part A
|Equity fund Long Only
|CHF 60.9 million
|Alexandre Stucki & Nathalie Kappeler
|De Pury Pictet Turrettini & Cie SA
|Dividends & income
|Banque Cantonale Vaudoise
|CH0466857072 (part A)
|46685707 (part A)
AS Swiss Equity Fund – AS Swiss Equity Cadmos Engagement is a long-only Swiss equity fund. The fund aims for regular long-term capital growth with a lower correlation to the markets.
The portfolio management is active, based on alpha generation. The ESG buy and careR philosophy is at the core of the investment strategy. The fund offers a combination of investments in value and growth stocks.
A convincing performance: The mirror fund Cadmos Swiss Engagement outperformed its benchmarks SPI and SLI TR since its launch. The fund received regularly a good rating from Morningstar since its start.
|AS Swiss Equity Cadmos Eng. CH ¹
|¹ Fund launched in Octobre 2020
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.