Source: Tareno Asset Management / Bloomberg Fund inception on May 22th, 2023. The past performance is not indicative of future results. The performance shown does not take into account any commissions and costs charged.
Schweizer Aktienperlen Fund
The Schweizer Aktienperlen Fund selects the best Swiss companies that stand out for their high quality and strong growth. With a clear focus on dividends and broad diversification, the fund offers stability and attractive earnings opportunities. Our experienced specialists actively manage the fund and focus on long-term asset accumulation. The fund already benefits from several million Swiss francs of invested client assets. Invest in top Swiss equities - simply, cost-effectively and successfully.
The Schweizer Aktienperlen Fund has set itself the goal of identifying companies with exceptional quality and above-average growth prospects from the broad spectrum of Swiss equities. Our selection is not only based on strict qualitative criteria, but also takes into account a reliable dividend policy. Through this careful selection, we want to ensure that the Schweizer Aktienperlen Fund offers the best opportunities for long-term value growth with the lowest possible volatility in the dynamic world of Swiss equities.
Outstanding expertise
The Schweizer Aktienperlen Fund benefits from the outstanding expertise of Tareno, which has been recognised as one of the best asset managers in Switzerland 2024 by BILANZ for the fifth time in a row. Thanks to a proven investment strategy and excellent performance, our portfolios outperformed the competition in the 36 and 60-month categories.
Recommended for investors
Who value a widely diversified portfolio
With a focus on equities from Switzerland
Who favour liquid investments
Who are looking for a cost-effective investment solution
Everything about your portfolio
Customised to individual needs
Conservative orientation
Focus on dividends
Focus on high-yield large caps
Fund structure at a glance
Swiss fund
Tradable daily at net fund assets (NAV)
Pure equity fund, conscious renunciation of mixed fund concept
Fund management
Actively managed, based on a multi-award-winning investment solution
Managed by recognised specialists
Focus on long-term asset growth
Documents
The following links will take you to the latest information and data on the Schweizer Aktienperlen Fund.
The performance
This is how the Schweizer Aktienperlen Fonds has performed since its launch. Total return since fund inception up to 30.06.2024:
Basic Details
| Fund Manager | Tareno AG |
| Umbrella | Upright |
| Legal form | Schweizer Effektenfonds |
| Asset class | Shares |
| Fund currency | CHF |
| End of financial year | 31. Oktober |
| Dividend typ | Accumulating |
| Inception date | 31.08.2021 |
| Management company | Solutions & Funds SA |
| Auditor | PricewaterhouseCoopers SA |
| Custodian | CACEIS Investor Services Bank S.A. |
| Administrator | CACEIS Investor Services Bank S.A. |
| Trading frequency | Daily |
| Cut-off | 15:45 |
| Value date | T + 3 |
| Publication of NAV | Daily |
| Licensed for distribution | Switzerland |
| UK Tax Reporting | Yes |
Learn more about the Schweizer Aktienperlen Fund
Contact us now for a non-binding discussion.