Equities
With the «Helvetia Fund Invest (CH) – Equity Switzerland Corporate Governance passive» Helvetia offers a passively managed Swiss equity fund since December 2022, that reduces the weighting of those companies in the Swiss Performance Index (SPI) that have governance risks, high CO2 risks and/or serious ESG controversies.
By passively tracking a recognized index, the Ethos Swiss Corporate Governance Index (ESCGI), which focuses on the two core areas of environment and governance, the fund aims to outweigh companies in the portfolio that follow best practices in terms of governance and climate strategy.
Portfolio Management Equities, Helvetia Asset Management
The “Helvetia Fund Invest (CH) – Equity Switzerland” investment fund (HFI Equity Switzerland) invests in equities of well-known companies domiciled in Switzerland. Through the targeted selection of high-quality stocks offering strong and stable dividend yields, the fund aims to achieve an attractive return over the long term.
The “Helvetia Fund Invest (CH) – Equity World ex Switzerland” investment fund invests globally in equities from developed countries. Using a systematic “Value & Quality” approach, the asset manager complements attractively valued value stocks with shares of highly profitable companies, thereby seeking to achieve above-average returns compared with the MSCI World ex Switzerland.