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.
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:
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.
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.
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.
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.
|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|
|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|
|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|
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.
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