Equity funds: Balance of risk and return

When it comes to stock selection, we focus on facts rather than trends. That's why we invest in companies with a proven business model for our active equity funds. We pursue a structured approach, take ESG criteria into account, identify risks at an early stage, exploit opportunities and create added value for our investors.

A few facts and figures

CHF 2.5 billion

We manage more than CHF 2.5 billion with active equity solutions.

80 to 160

On average, our funds invest in the 80 to 160 equities with the greatest potential.

4,000+

Portfolio managers constantly monitor and analyse an investment universe of more than 4,000 equities

 

100%

We exercise our voting rights and get actively involved.

Thanks to our proximity to the equity markets, we are able to select profitable and sustainably operating companies.

Dr René Nicolodi, Asset Management, Zürcher Kantonalbank

Fundamental, systematic or sustainable?

You determine how we invest your assets. Rely on the sound investment knowledge of our portfolio managers, their intelligent computer models or our sustainable investment strategy.