General Information

Equity Funds

Many investors pool their assets (collective assets) by investing in equities


  • Investment in domestic and/or foreign companies while taking into account the previously determined investment strategy
  • Equity funds invest in sectors ( e.g. pharmaceuticals, finance), countries or regions ( e.g. Switzerland, Asia) or in specific securities ( e.g. blue chips, small and medium-sized enterprises)
  • Performance is dependent upon general market conditions, as well as the development of the equities held in the fund


  • Optimum investment of assets that are not required in the long term


  • Price risk, consisting of general market risk and specific price loss risk resulting from negative performance of a security in the fund

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