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Risky

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 40% of your equities 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%

29.7%

(G)

|

39.6%

(S)

Equities Switzerland

UBS SPI Mid

CH0130595124

0.25%

9.9%

(G)

|

0.0%

(S)

Equities USA

iShares MSCI USA Screened

IE00BFNM3G45

0.07%

39.7%

(G)

|

48.5%

(S)

Equities Europe

iShares MSCI Europe Screened

IE00BFNM3D14

0.12%

9.2%

(G)

|

10.9%

(S)

Equities Japan

iShares MSCI Japan Screened

IE00BFNM3L97

0.15%

3.1%

(G)

|

0.0%

(S)

Equities EM

iShares MSCI Emerging Markets Screened

IE00BFNM3P36

0.18%

7.4%

(G)

|

0.0%

(S)

Allocation in detail

Refers to Grow

Split by equities

20%

Switzerland SPI12%
USA10%
Japan1%
Emerging markets10%

60% abroad, 40% Switzerland, or in other words: Global diversification with a focus on Switzerland. You invest in around 3'750 companies across 44 countries.

Why this focus on Switzerland?
There are several reasons for Swiss equities, such as tax benefits and no foreign currency risk.
Nevertheless, the Swiss stock market is heavily dependent on a few sectors (pharma and consumer goods). For instance, Nestlé, Novartis, and Roche account for one third of the SPI. That's why we add 80 mid-sized Swiss companies like Logitech, Schindler, or Helvetia.

But we bring the the whole world on board for you. The breakdown across different countries and regions is based on the size of their capital markets. Outside Switzerland, we exclusively choose sustainable ETFs that avoid investments in nuclear power, coal, or weapons.

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

Switzerland:

Roche

4.1

%

|

Novartis

4

%

|

Nestlé

3.3

%

|

ABB

2.2

%

|

UBS

2

%

|

Global:

Nvidia

3

%

|

Apple

2.8

%

|

Alphabet (Google)

2.4

%

|

Microsoft

1.7

%

|

Amazon

1.5

%

|

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