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Swiss Equities –
Helvetic Trust Quality Fund

We invest in Switzerland out of conviction. We have been advising and assisting our clients on investments in Swiss equities since 2001. With the Helvetic Trust Quality Fund, we offer attractive access to our proven investment strategy for investors with a long-term focus.

Switzerland as a competitive
location

  • Swiss companies are often leaders in niche markets with high market entry barriers

  • Excellent education system with social mobility

  • Liberal labour market facilitates high employment rate

  • The strength of the Swiss franc and international competition promote innovation

  • Consociationalism and direct democracy enable political stability

  • Attractive tax system

  • Legal certainty

Investment strategy

The Quality investment strategy invests in Swiss companies of above-average quality at an affordable price. It aims to generate excess returns relative to the benchmark over an economic cycle. Investment decisions are based on bottom-up fundamental analysis, with the portfolio management team in direct contact with the management teams of the companies analysed and with financial analysts. The focus is on quality companies with high margins, above-average growth, outstanding market position and attractive valuations. Portfolio construction is based on the price potential, risk profile and liquidity of the target company.

Risk management

Risk control is a key component of our strategy. We monitor the relevant risk indicators on a daily basis and take targeted action where necessary.

Fund structure

Swiss investment funds for qualified investors pursuant to the Swiss Collective Investment Schemes Act (CISA).

Fund management

Uncompromising independence and 100% Swiss made. Our team consists of experienced and award-winning specialists in the Swiss capital market.

Investment process

Performance

Fund data

Statistics

Sector allocation

Top 10 Holdings

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