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Risky

Global

With a pure equity investment solution, you aim for the highest possible long-term growth in value. You have the stamina to weather even strong fluctuations in value. You invest equities globally and only 10% in Switzerland.

Share of equities
%
CHF share
%
TER
%

Risk/return

high

Allocation
Equities99%
Liquidity1%

Performance
(as of 31.08.2026)

Ø 5.7%

Net return per year
(since 2005)

Return year to date

%

Ø Return over the last 5 years

%

Ø Return over the last 10 years

%

Largest annual decline (2008)

%

One-time investment of 1'000 francs, after deduction of all costs

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ETFs used

(G)=Grow | (S)=Start (i)

Art

ETF name

ISIN

TER

Share

Equities Switzerland

iShares Core SPI

CH0237935652

0.10%

7.4%

(G)

|

0.0%

(S)

Equities Switzerland

UBS SPI Mid

CH0130595124

0.25%

2.5%

(G)

|

0.0%

(S)

Equities USA

iShares MSCI USA Screened

IE00BFNM3G45

0.07%

59.6%

(G)

|

80.2%

(S)

Equities Europe

iShares MSCI Europe Screened

IE00BFNM3D14

0.12%

13.7%

(G)

|

18.8%

(S)

Equities Japan

iShares MSCI Japan Screened

IE00BFNM3L97

0.15%

4.7%

(G)

|

0.0%

(S)

Equities EM

iShares MSCI Emerging Markets Screened

IE00BFNM3P36

0.18%

11.1%

(G)

|

0.0%

(S)

Allocation in detail

Refers to Grow

Split by equities

20%

Switzerland SPI12%
USA10%
Japan1%
Emerging markets10%

90% abroad, 10% Switzerland or in other words: A truly global investment solution. You invest in around 3'750 companies from 44 countries.

We bring the whole world on board for you. The breakdown between the different countries/regions is based on the size of the capital markets. IT giants from the US occupy the top five positions (together accounting for ~17% of equities). We only choose sustainable global ETFs that avoid investments in nuclear power, coal or weapons.

To avoid being too dependent on the heavyweights Nestlé, Novartis and Roche when it comes to Swiss equities (they make up around 35% of the SPI), we complement the investment solution with 80 mid-sized Swiss companies like Logitech, Schindler or Helvetia.

These are your largest equity positions (share in % of your investment solution):

Switzerland:

Roche

1.3

%

|

Novartis

1.3

%

|

Nestlé

0.8

%

|

ABB

0.7

%

|

UBS

0.7

%

|

Global:

Nvidia

4.6

%

|

Apple

4.2

%

|

Alphabet (Google)

3.7

%

|

Microsoft

2.6

%

|

Amazon

2.3

%

|

Liquidity

2%

We hold around 1% of your investment solution as a liquidity buffer in your account. That way, we don't have to sell any ETF shares when the next fee settlement is due, and we can use this buffer if your deposit or withdrawal amount is not exactly divisible by the ETF prices.

This factsheet is marketing material