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Participate in proven Swiss values

Promising wealth creation with strong Swiss equities / real estate and bond funds.

100% Swiss Made Asset Management for the most precious Alpine crystals of the fund world

The crystal treasures of the Swiss Alps are well hidden. As a 100% Swiss asset manager, we are deeply rooted in Switzerland and we know how to find the most precious treasures among Swiss companies and real estate by searching systematically, using proven tools and exercising a great deal of tenacity.

Your advantages

Swiss investments as fundamental portfolio building blocks

  • Promising wealth creation with strong Swiss values
  • Broad, convincing offering of Swiss equities / bonds and real estate funds with a successful track record
  • Proximity to Swiss investment properties is in our DNA
  • There is no currency risk
     

100% Swiss Made Asset Management

  • As a 100% asset manager, we manage your money in Switzerland with reliability, precision and efficiency
  • We focus on top talent in Zurich, thereby creating experienced and stable investment teams
  • Professional investment processes are our foundation for added value in active management
  • We offer consistent performance at a fair price
  • Zürcher Kantonalbank has a AAA rating

Let our range of funds convince you.

Equity funds

We know the business models of Swiss companies inside out. Our tools include regular management interviews and company visits as well as continuous and thorough evaluations of corporate balance sheets. Our communications in this regard are local, in our common language. The resulting assessment of the companies, for example with respect to market position, management, statutory and regulatory framework conditions, as well as the appraisal of competitors and technologies, are of key importance to us in order to be able to reach the same objective as the crystal miners in the Alps: to discover hidden treasures.

Actively managed solutions - for opportunity-oriented investors

Swisscanto (CH) Equity Fund Switzerland

  • Benchmark: SPI® TR 
  • Equities of Swiss companies

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Swisscanto (CH) Equity Fund Small & Mid Caps Switzerland

  • Benchmark: SPI® Extra TR 
  • Equities of small and medium-sized Swiss companies

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Swisscanto (CH) Equity Fund High Quality Switzerland

  • Benchmark: SPI® TR 
  • Proven quality equities of Swiss companies

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Indexed solutions - for cost-oriented investors

Swisscanto (CH) Index Equity Fund Large Caps Switzerland

  • Benchmark: SPI®20 TR 
  • Equities of the 20 largest Swiss companies

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Swisscanto (CH) Index Equity Fund Switzerland Total

  • Benchmark: SPI® TR 
  • Equities of Swiss companies

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Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland

  • Benchmark: SPI® Extra TR 
  • Equities of small and medium-sized Swiss companies

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Real estate funds

We have been established on the Swiss real estate market for decades and thus benefit from an outstanding network. As experienced specialists, we are able to make long-term real estate investments and manage these while maintaining value. The most attractive Swiss securities and properties in use are joined in various real estate funds in Swiss francs. Anyone using these sparkling crystals for long-term wealth creation can look forward to enjoying their radiance in the long run.

Actively managed solutions - for opportunity-oriented investors

Swisscanto (CH) Real Estate Fund IFCA

  • Benchmark: SXI REF® TR
  • Swiss residential property

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Swisscanto (CH) Real Estate Fund Swiss Commercial

  • Benchmark: SXI REF® TR 
  • Commercial Swiss properties in use

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Swisscanto (CH) Real Estate Fund Switzerland indirect (II)

  • Benchmark: SXI RE® TR 
  • Listed real estate funds

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Indexed solutions - for cost-oriented investors

Swisscanto (CH) Index Real Estate Fund Switzerland indirect

  • Benchmark: SXI REF ® TR 
  • Listed real estate funds

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Bond funds

Our first-class bond funds in Swiss francs exploit the opportunities on the domestic bond market and are the result of our sophisticated investment process and many years of experience. In this area, we manage assets of close to CHF 30 billion. Investors receive important basic building blocks for their portfolios. It is true that despite a low-interest environment, bonds continue to shine in the portfolio in their role as stabilisers for yield and risk.

Actively managed solutions - for opportunity-oriented investors

Swisscanto (CH) Bond Fund Vision CHF

  • Benchmark: SBI® Foreign AAA-BBB TR 
  • CHF government and corporate bonds mostly with an investment grade rating from issuers originating in Switzerland and abroad

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Swisscanto (CH) Bond Fund CHF

  • Benchmark: SBI® AAA-BBB TR 
  • CHF government and corporate bonds with an investment grade rating from issuers originating in Switzerland and abroad

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Swisscanto (CH) Bond Fund Corporate CHF

  • Benchmark: SBI® Corporate TR 
  • CHF corporate bonds mostly with an investment grade rating from companies originating in Switzerland and abroad

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Indexed solutions - for cost-oriented investors

Swisscanto (CH) Index Bond Total Market AAA-BBB 1-5y CHF

  • Benchmark: SBI® AAA-BBB 1-5 
  • CHF bonds with an investment grade rating with a short to medium maturity from issuers originating in Switzerland and abroad

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Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF

  • Benchmark: SBI® AAA-BBB TR 
  • CHF bonds with an investment grade rating from issuers originating in Switzerland and abroad

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Swisscanto (CH) Index Bond Total Market AAA-BBB Domestic CHF

  • Benchmark: SBI® Domestic AAA-BBB 
  • CHF bonds with an investment grade rating from companies originating in Switzerland

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Swisscanto (CH) Index Bond Total Market AAA-BBB Foreign CHF

  • Benchmark: SBI® Foreign AAA-BBB 
  • CHF bonds with an investment grade rating from companies originating abroad

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Mixed funds

Our mixed funds are broadly diversified in bonds, equities and in other investments depending on the market environment. Our proven investment policy is implemented in this fund. These mixed funds are suited to every investor as, depending on investor type, our fund range includes products with varying risk classifications. Investors receive flexible asset management in one product.

Actively managed solutions - for opportunity-oriented investors

Swisscanto (CH) Portfolio Fund Valca

  • Benchmark: Customized 
  • Equities, bonds and money market instruments; companies based at least 60% in Switzerland; bonds at least 60% in CHF

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Swiss economy - an attractive source of returns

The Swiss economy has been in an enviable condition for decades. Swiss values such as political stability, innovation, a strong education sector, free entrepreneurship and the agility of a small country acting openly with important trading partners ensure a strong national economy. Time and again, Switzerland garners the top spots in international economic comparisons with Switzerland's success experiencing tailwinds from the present currency trends. The long period regarded as a burden on the Swiss franc is currently turning around, making the Swiss economy and the stock exchange shine.

Swiss equities, bonds and real estate as rock solid portfolio building blocks

Strong Swiss portfolios are an expression of the shared values of Swisscanto Invest and its clientele. As an impeccable Swiss asset manager, we know the Swiss corporate and real estate landscape as intimately as the professional crystal miners know the Alps. Proximity to domestic companies is in the DNA of our intensive dialogue. Swiss business models and Swiss capital markets are part of our day-to-day operations. And we are a well-established player on the Swiss real estate market.

Legal notices

This information and these publications are intended for distribution in Switzerland and are not intended for investors in other countries. They are for information purposes only and constitute neither investment advice nor an offer. 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 https://products.swisscanto.com or in paper form from Swisscanto Fund Management Company Ltd. ("Swisscanto"), Bahnhofstrasse 9, CH-8001 Zurich, which is the representative for Luxembourg funds, and at all branch offices of Zürcher Kantonalbank. Funds labelled (LU) are Luxembourg funds for which the paying agent is Basler Kantonalbank, Spiegelgasse 2, 4002 Basel. The information contained on the aforementioned website has 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 cannot assume any liability for investments which are made on the basis of these publications and information. This information and these publications were not produced in compliance with the Directives on the Independence of Financial Research and are also not subject to the ban on trading following the distribution 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. This information and these publications may not be distributed and/or redistributed to any person who may be a US person under Regulation S of 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. This information and these publications 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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