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Equity Switzerland
- The “Helvetia Fund Invest (CH) – Equity Switzerland” invests in solid and reputable Swiss companies with a focus on quality in order to achieve stable, long-term investment success. The investor receives a dividend similar to that of a passive investment, while also having the opportunity to achieve an optimised overall performance.
- When making investment decisions, the portfolio management also incorporates the respective companies’ CO2 figures into the assessment.
- Actively managed Swiss equity fund.
- Fund currency: Swiss francs.
