The Systematic Equity Fund CH is an an open-end fund incorporated in Liechtenstein. The Systematic Equity Fund CH Leaders Fund seeks to outperform the Swiss Performance Index by actively investing in a universe of Large, Mid and Small companies in Switzerland and dynamically steering the equity quota.
All investment decisions are solely based on unemotional systematic processes.
- All investment decisions are solely based on unemotional systematic processes
- The two main pillar for investment success – stock selection and asset allocation – are deliberately linked
- Proven multi-factor model to select the Swiss stocks with the highest return potential
- Combining established Large Caps and dynamic Mid Caps – focus on stocks with a high trading liquidity
- Equal-weighting of single positions prevents cluster risks and increases the portfolio diversification
- Active steering of the equity quota (0-100%) lowers the risks of setbacks on stock markets
Systematic stock selection: Selecting the stocks with the hightest return potential
Active asset allocation: Dynamic steering of the equity quota lowers the risks of setbacks on stock markets
Monthly Performances
| wdt_ID | Fund/Index | Jan | Feb | Mar | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SEF CH - I | -1.86% | -8.59% | -8.14% | 2.51% | 2.73% | 0.98% | 0.34% | 4.93% | -7.73% | ||||
| 2 | SPI | 0.26% | -7.56% | -4.86% | 5.18% | 2.86% | 1.55% | -0.23% | 2.03% | -1.39% |
Yearly Performances
| wdt_ID | Fund/Index | 2019 | 2020 | p.a. |
|---|---|---|---|---|
| 2 | SEF CH - I | 8.70% | -7.73% | n.a. |
| 3 | SPI | 6.17% | -1.39% | n.a. |
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