Inhaltsseite:Index funds

Promotion

Index funds

Rely on precision in the highest form with more than 70 index funds.

Experienced experts and modern systems

A competent and stable team of experts that has worked together for more than 20 years ensures the professional management of Swisscanto index funds, which are managed on a proprietary portfolio and risk management platform: an ideal combination of human expertise and technology.

What we offer

We offer a wide range of products with more than 70 Swisscanto index funds encompassing equities, bonds, indirect real estate investments and commodities Our index funds are characterised by the following advantages:

  • Investment funds according to Swiss law
  • Transparency thanks to physical replication of the benchmark indexes
  • Cost and tax-efficient implementation
  • No Swiss stamp duty
  • Daily subscription and redemption option
  • Availability of an N-class (zero class without fees in the fund) with a focus on institutional needs
  •  Fixed issue and redemption fees in favour of the sub-fund assets
  • Unique in the Swiss market: Attractive cost savings for subscriptions and redemptions are possible thanks to "crossing". This means that no issue or redemption fees are charged in favour of the fund.

Our investment process

The Swisscanto index funds are managed by an experienced and proven investment team supported by state-of-the-art portfolio management systems. Our proprietary platform is the basis of the investment process and ensures maximum integration and security as well as control by means of integrated risk management. We use the optimal replication method (full replication / optimised sampling) in each case in order to achieve a low tracking error. The portfolio is monitored daily with rigorous adherence to the investment guidelines.

Our investment philosophy

The Swisscanto index funds are characterised by broad diversification, a low yield variance risk compared to the benchmark and cost-efficient management. A high level of transparency is important to us here. Our index funds exclusively use physical replication, i.e. we invest in the securities contained in the respective index effectively and cost-efficiently.

Allow us to convince you with our investment competency and innovations.
 

Swisscanto index funds versus exchange-traded funds

The choice of index vehicle – index funds or exchange-traded funds (ETFs) – has a large impact on the total costs. The Swisscanto index funds are non-exchange-listed funds according to Swiss law and offer numerous advantages compared to the previously more well-known exchange-traded index funds (ETFs) on the market.
 

Characteristics Swisscanto index funds ETFs
Replication method Physical Physical or synthetic depending on the provider
Liquidity Daily on the primary market Intraday trading; usually on the secondary market
Swiss stamp duty No Yes; domestically 0.075% / abroad 0.15%
Pricing NAV +/- fixed charges* Variable bid or ask price**
Crossing option Automatic reduction of fixed charges Possible but not guaranteed
Valuation Identical to index ETF closing price may vary from the index
Costs for market makers No Yes
Transaction Quantity or amount (fractions possible) Quantity
Domicile/regulatory authority Switzerland/FINMA Various
Place of asset management Switzerland Various

* Issue and redemption charges are credited in full to the respective sub-fund assets. They are intended to cover transaction costs and thereby protect the remaining investors.

** The spread depends largely on the time of the transaction and includes costs for the market maker.

Compliance with a minimum ESG standard

The Swisscanto blacklist is applied to all Swisscanto index funds. Manufacturers of banned weapons (anti-personnel mines and land mines, cluster bombs and cluster ammunition, biological and chemical weapons as well as nuclear weapons) are excluded in particular. In the evaluation, we primarily rely on Swiss legislation and agreements that have been ratified by Switzerland and are recognised internationally.

  • The exclusions are not expected to have a significant impact on the expected relative returns (tracking error) of the index portfolio in relation to the benchmark index.
  • By applying the Swisscanto blacklist, we enable investors to implement a minimum ESG standard (ESG = environment, social and governance) in their portfolio.
  • We offer a dedicated, indexed ESG product line for investors who would like more extensive exclusion criteria.

Details on the index products by investment category

Consideration of sustainability / ESG criteria

With our sustainable index funds, you benefit from a universe that excludes sectors and companies that have certain risks in terms of environmental, social and governance (ESG) criteria.

external link opens new pageView index funds

Equities

Participate in the global equity market with a single product or invest in the individual regions: Switzerland, Europe, the UK, North America, Asia or emerging countries.

external link opens new pageView index funds

Bonds

Choose from a wide range of government and corporate bonds, both worldwide as well as in individual regions (in Swiss francs and foreign currencies as well as with currency hedging).

external link opens new pageView index funds

Indirect real estate

Participate in the real estate markets with our indirect real estate funds (such as Switzerland, Asia or Europe).

external link opens new pageView index funds

Commodities

See value in real assets? Choose from our ETF range of gold, silver, platinum or palladium. Or participate in a broadly diversified commodity investment.

external link opens new pageView index funds

Mixed assets

We offer attractive solutions for mixed assets with different investment strategies.

external link opens new pageView index funds


Sitemap: