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Participate in intelligent, systematic investments

Remove the emotion from investment with our range of rule-based funds.

"Please board the train - doors closing!"

Our team are pioneers in rule-based investment. An investment system that channels the flow of data from the highly complex financial markets, filters it and then converts it into emotionless investment decisions based on clearly defined rules. Reliable, interconnected and powerful – just like the railway's operations control system. 

Quants - the way to outperformance

  • Our rule-based "machine room" runs just like the computer-aided operations control system of the railway - extensive rule systems are combined with intelligent techniques and are monitored and continuously developed by highly qualified specialists.
  • Our "Quants" - as the rule-based (quantitative) portfolio managers are called - write intelligent computer programs. They maintain and service their models and implement the acquired information into successful investment funds.
  • And the result is impressive! Our rule-based funds have received several accolades from independent rating agencies.

Setting the right course is what matters

Rule-based investment, early warning systems and risk management - this is precisely what we as asset managers offer with our rule-based portfolios. Our range of funds focuses on the following three guidelines: 

Smarter than Smart Beta

Our super-smart equity funds seemingly do what other Smart Beta funds do too. They apply success factors such as momentum and value to the stock selection. But our key feature is a special combination of factors: investors are therefore invested in the "golden mean" of the equity market. Eleven years of consistent outperformance of our Swisscanto (CH) Equity Fund World enhanced are proof of this. 

Multi-asset fund with target risk

Within our dynamic portfolio funds, we continuously identify those asset classes with an increased risk and then reduce the asset class to an equally weighted target risk. Price fluctuations are thus systematically cushioned without slamming on the brakes. Investors reach their destination at a comparably steady cruising speed: in other words, volatility – without the stress and doubt that the repeated abrupt breaks often cause. 

Volatility investment class

From behavioural finance, we understand that investors systematically assess certain risks incorrectly. It is possible to play on this kind of behavioural anomaly. Returns gained in this way are uncorrelated to other equity returns and therefore offer welcome diversification effects. 

Our range of rule-based funds 

We offer an impressive product range that is able to extract from the markets what exceeds market efficiency - 100% Swiss Made Asset Management. All rule-based funds are managed by our specialist team in Zurich. 

Smarter than Smart Beta 

Funds Category Details
Swisscanto (CH) Equity Fund World enhanced Global Equities externer Link öffnet neue SeiteView fund
Swisscanto (LU) Equity Fund Selection International  Global Equities externer Link öffnet neue SeiteView fund

Multi-asset fund with target risk 

Funds Category Details
Swisscanto (LU) Portfolio Fund Dynamic 0-50 Global Mixed funds externer Link öffnet neue SeiteView fund
Swisscanto (LU) Portfolio Fund Dynamic 0-100 Global Mixed funds externer Link öffnet neue SeiteView fund

Responsible Fonds 

Fonds Kategorie Details
Swisscanto (LU) Equity Fund Systematic Responsible Global Global Equities externer Link öffnet neue SeiteView fund
Swisscanto (LU) Equity Fund Systematic Responsible Eurozone Global Equities externer Link öffnet neue SeiteView fund
Swisscanto (LU) Equity Fund Systematic Responsible USA Global Equities externer Link öffnet neue SeiteView fund
Swisscanto (LU) Equity Fund Systematic Responsible Japan Global Equities externer Link öffnet neue SeiteView fund
Swisscanto (LU) Equity Fund Systematic Responsible Emerging Markets Global Equities externer Link öffnet neue SeiteView fund

What is so interesting about rule-based Swisscanto funds?

  • Most investors tend to have strong emotions when it comes to securities investments: losses are deemed unbearable, securities are sold at bad times and cluster risks are taken against better knowledge. With our rule-based funds, investors overcome the typical limitations that hinder investment results. We invest without emotion.
  • We use our own developed models to reliably identify promising securities and combine them into risk-controlled portfolios.
  • With Swisscanto Invest by Zürcher Kantonalbank, you also receive our proven 100% Swiss Made Asset Management competence in the rule-based fund segment. 

Your benefits

  • Scientifically supported investment
  • Emotionless investment
  • Opportunity for excess returns in any market environment
  • Many years of expertise with proven success
  • Broad diversification and suitability as core investment 

Important notices

The information and publications on the funds, which are available on our website (www.swisscanto.com) are intended for distribution in Switzerland, Germany, Austria, Liechtenstein and Luxembourg, and are not intended for investors in other countries. They are intended exclusively for advertising purposes and in no way constitute investment advice or a recommendation. The sole binding basis for purchasing Swisscanto funds are the respective published documents (fund agreements, contract terms, prospectuses and/or key investor information and annual reports). These can be obtained free of charge from this website and from https://products.swisscanto.com or in paper form from Swisscanto Fund Management Company Ltd. ("Swisscanto"), Bahnhofstrasse 9, 8010 Zurich, which is the representative for Luxembourg funds. Funds marked with (LU) are constituted under Luxembourg law; the paying agent for Luxembourg-based funds is Basler Kantonalbank, Spiegelgasse 2, 4002 Basel. Contact details for country-specific information and free paper copies of documents published in German: Switzerland: representative: Swisscanto Fund Management Company Ltd., Bahnhofstrasse 9, 8010 Zurich. Paying agent: Basler Kantonalbank, Spiegelgasse 2, 4002 Basel. Germany: paying and information agent; DekaBank, Mainzer Landstrasse 16, 60235 Frankfurt am Main. Austria: Vorarlberger Landes- und Hypothekenbank Aktiengesellschaft, Hypo-Passage 1, 6900 Bregenz. Liechtenstein: Bendura Bank AG, Schaaner Str. 27, 9487 Gamprin-Bendern. Luxembourg: RBC Investor Services Bank S.A., 14, Porte de France, 4360 Esch-sur-Alzette.

The information and publications contained on the aforementioned websites have been compiled with the greatest of care by Swisscanto and the responsible Asset Management of Zürcher Kantonalbank. The information and opinions originate from reliable sources. Despite following professional procedures, Swisscanto and Zürcher Kantonalbank cannot guarantee the correctness, completeness or accuracy of the information. Swisscanto and Zürcher Kantonalbank decline all liability for investments made on the basis of publications and information from this website. The information and publications on this website were not produced in compliance with statutory requirements for the guarantee of impartiality of financial analyses and are also not subject to the ban on trading following the publication of financial analyses.

Every investment involves risks, especially with regard to fluctuations in value and return. Past performance is no indicator or guarantee of future success. Investments in foreign currencies are subject to exchange rate fluctuations. The information and publications on this website must not be distributed and / or redistributed to any person (whether individual or entity) who may be a US person under Regulation S under the US Securities Act of 1933. By definition, a "US person" means any natural US individual or legal entity, any corporation, any firm, general partnership or other entity established under the law of the United States. The categorisation under Regulation S likewise applies. The information and publications on this website do not constitute an offer to sell or a solicitation or invitation to subscribe to or to make an offer to buy any securities, nor do they provide a basis for any contract or obligation of any kind. 


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