Equity funds

Equity funds invest a globally diversified portfolio of shares in companies of varying size, nationality and sector. Equity funds are geared towards capital growth and at least two thirds of their assets are invested in equities. In addition, some of the fund assets may be invested in liquid assets.

With equity funds, you can exploit the broad diversity of opportunities presented by the market. You participate directly in the upside potential of assets with outstanding prospects. An investment in an equity fund gives you excellent prospects for healthy returns in the long term.

Equity funds are subject to fluctuations in value as a result of market risks. These include, in particular, equity risks and interest-rate risks. As some of the investments are made in local currencies, currency risk must also be factored into the equation. Equity funds can be prone to comparatively hefty fluctuations in performance.