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Broadly diversified and cost-optimised investment

Our broad and flexible product range in the modular system includes more than 80 Swisscanto index funds in the asset classes of equities, bonds, indirect real estate investments and commodities. We ensure consistent cost optimisation for our investments.

How you benefit from Swisscanto index funds

100% Swiss-made asset management

Our index funds are developed and managed exclusively in Switzerland.

Modular system

More than 80 index funds for equities, bonds, indirect real estate investments and commodities are available to implement your investment strategy.

Cutting-edge investment processes

All Swisscanto index funds are managed and monitored by our experienced investment experts using state-of-the-art portfolio management systems.

Exclusion criteria to avoid controversies

With the exclusion criteria based on SVVK-ASIR, which primarily exclude manufacturers of prohibited weapons, we guarantee a sustainable minimum standard in all Swisscanto index funds.

100% Swiss-made asset management

Our index funds are developed and managed exclusively in Switzerland.

Cutting-edge investment processes

All Swisscanto index funds are managed and monitored by our experienced investment experts using state-of-the-art portfolio management systems.

Modular system

More than 80 index funds for equities, bonds, indirect real estate investments and commodities are available to implement your investment strategy.

Exclusion criteria to avoid controversies

With the exclusion criteria based on SVVK-ASIR, which primarily exclude manufacturers of prohibited weapons, we guarantee a sustainable minimum standard in all Swisscanto index funds.

Replicating the respective markets

With the Swisscanto index funds, we replicate the risk and return characteristics of benchmark indices as effectively as possible. The index funds are broadly diversified, have a low risk of return variance compared to the benchmark index (tracking error) and are managed cost-effectively. For the sustainable index funds, we also take ESG criteria and the targeted reduction of carbon intensity into account.

As flexible as your individual investment strategy

Thanks to the modular system, you have access to a wide and flexible product range with more than 80 Swisscanto index funds: equities, bonds, indirect real estate investments and commodities, as well as a dedicated approach to sustainable index-linked investment solutions. Our index funds are not listed on the stock exchange and therefore offer an attractive alternative to exchange traded funds (ETFs).

Swisscanto index funds versus exchange-traded funds

The choice of index-linked investment vehicle – index funds or exchange-traded funds (ETFs) – has an impact on the total costs. The Swisscanto index funds are non-listed funds according to Swiss law and offer numerous advantages compared to the better-known exchange-traded funds (ETFs) on the market.

 

Characteristics

Swisscanto (CH) index funds

Exchange-traded funds (ETFs)

Replication method

Physical

Physical or synthetic, depending on provider

Consistent / uniform index system

Yes

Partially, depending on provider

Benchmarks

Broad indexes can be replicated

Often narrower indices are preferred

Liquidity

Daily on the primary market

Intraday trading; usually on the secondary market

Swiss stamp duty

No (buy/sell: 0.0/0.0 bps)

Yes; domestic 7.5/7.5 bps / abroad 15/15 bps

Pricing

NAV +/- fixed charges*

Variable bid or ask price**; premium or discount possible versus ETF basket

Crossing option

Automatic reduction of fixed charges

Possible but not guaranteed

Valuation

NAV (identical to index)

ETF closing price may vary from the index

Costs for market makers

No

Yes

Minimum investment

None

None

Transaction

Quantity or amount (fractions possible)

Quantity

Domicile/regulatory authority

Switzerland/FINMA

Various

Place of asset management

Switzerland

Various

Availability of various fund classes

Yes (N = AIF/mgt. = 0%)

No

*  Issue and redemption charges are credited in full to the respective sub-fund assets. They are intended to cover transaction costs and thereby protect the remaining investors.

**  The spread largely depends on the time of the transaction and includes costs for the market maker.

How to invest your assets professionally

Swisscanto index funds use physical replication, i.e. we effectively invest in the securities contained in the respective benchmark index. In this way, indices containing hundreds of securities can be implemented easily in a diversified and cost-effective manner. A low expected tracking error (return variance risk compared to the benchmark index) is guaranteed.

Three reasons to choose us

  1. 1 Experience: Our experienced team of experts has altogether around 300 years of experience in managing index-linked portfolios.
  2. 2 Swiss-made asset management: We develop and manage Swisscanto index funds exclusively in Switzerland.
  3. 3 Security: State-of-the-art portfolio management systems serve as the basis of the investment process and ensure optimum security and control.

All Swisscanto index funds at a glance

Switzerland

Global

Europe

North America

Asia-Pacific

Emerging Markets

Even more good reasons for Swisscanto index funds

Swisscanto index funds at a glance

We offer a broadly diversified range with more than 80 index funds.

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Swisscanto index funds at a glance

Sustainable index-linked investing

As a pioneer in the area of sustainable investments, we offer you sustainable investment solutions with the Swisscanto Responsible index funds.

Swisscanto Responsible index funds
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