Equity World

You value capital growth and are looking at investments with long-term growth opportunities; you are thus prepared to accept major fluctuations in value for at least some of the time. 

• The «Helvetia Fund Invest (Lux) – Equity World» invests at least two-thirds of its assets in equities issued by companies worldwide. The investments are made in a geographically and sectorally diversified portfolio, which is comprised of equities listed on regulated international markets or exchanges, primarily in Western Europe.
• The choice of markets or stock exchanges is based, among other things, on the long-term upside potential. Securities from other countries, including emerging markets, can also be purchased if their economic development is considered promising.
• The fund is managed with reference to the MSCI World ex Switzerland. This makes it possible to actively manage the risks, while capitalising on the opportunities for return.

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