The most important facts at a glance – our factsheets


When it comes to your fund investments, you will always be able to keep up-to-date with our factsheets. Our factsheets combine the most important information – succinctly and concisely – from investment strategy to portfolio allocation. Once a month, fund managers write their views on the capital markets. There is also a current and compact overview of the fund's performance. Simply register using the form available. After registering, you will receive an e-mail each month including the latest factsheets.

If you are a private investor, please enter your private address. Otherwise, your company, position, and business address are relevant for us.

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Information regarding use and limited distribution


The information on this website is intended exclusively for investors resident or domiciled in Switzerland. It is not intended for publication, use, or distribution to or by any person in a country other than Switzerland. In particular, this information is not intended for distribution within the United States of America (USA), to or on behalf of US citizens, or to or on behalf of US persons residing in the USA. The information regarding collective investment schemes on the following pages are limited to foreign collective investment schemes which have been approved by the Swiss Financial Market Supervisory Authority FINMA (“FINMA”) for distribution in or from Switzerland to non-qualified investors.

The content provided is for informational purposes only and does not constitute an offer or recommendation.