Inhaltsseite:Participate in intelligent, systematic investments

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Participate in intelligent, systematic investments

Remove the emotion from investment with our range of systematic funds.

Systematically maximise risk-adjusted returns

The growth in the volume of data worldwide - especially on the financial markets - knows no bounds. In order to cope with this flood of information, an investment system is needed that channels and filters the data and converts it into emotionless investment decisions based on clearly defined rules. We cater to just this need with our systematically managed funds and construct portfolios with optimised risk-return profiles.

The way to outperformance

With our systematic investment products, we aim for consistent excess returns regardless of the market environment. The investment process used has proven its worth in both rising and falling markets as well as in varying volatilities.

Our clear principles can be described as follows:

Systematic

Our quantitative models, developed in-house, are based on many years of experience and are continuously optimised. Using rule-based optimisation algorithms, we reliably identify the most promising securities from the extensive investment universe and combine them into promising risk-controlled portfolios.

Emotionless

Most investors tend to have strong emotions when it comes to securities investments: losses are deemed unbearable, securities are sold at the wrong time and cluster risks are accepted despite knowing better. With our systematic investment products, which do not allow subjective decisions, investors overcome these typical barriers that prevent investment success.

Factor-based

When selecting securities, we focus on the return drivers (factors) "value", "quality" and "momentum". Value filters out inexpensive shares. Quality identifies companies with high-quality balance sheet ratios. Momentum prefers companies whose equities performance has been above average in the past.

Sound basis in academic research

The three factors described, "value", "quality" and "momentum", are extensively documented in the financial literature and are very well substantiated both economically and empirically. Each of these return drivers demonstrably generates attractive, risk-adjusted returns over the long term.

Our systematic investment solutions

Our products within the systematic range differ not only in their geographical focus but also in terms of the degree of risk. With the Responsible product line, we also offer systematic funds for responsible investors.

Within our dynamic multi-asset funds with target risk, 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.

Smarter than Smart Beta 

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

Funds 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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