RFP Swiss Equity Equal-Weighted

It is the investment aim, to achieve long-term capital gains and adequate returns through investments in Swiss companies. The portfolio is invested equally in equities of the SPIuniverse. In addition to fundamental criterias, quantitative and statistical analysis for the stock selection will be applied. The equal weighted portfolio will be rebalanced regularly to the original strategy. The fund typically holds approx. 100 positions.

As a thoroughly positive reporting season for corporate results in the first quarter draws to a close, attention is once again turning to macroeconomic data and events. As a result, the stock markets once again increasingly proved to be the plaything of investors' interest rate hopes and fears. The elections to the European Parliament also left their mark on the capital markets. In this environment, the SPI index stagnated at minus 0.5%. In the banking sector, UBS shares were under pressure for once. In the insurance sector, investors favored the shares of Zurich and Swiss Life Group. The pharmaceutical heavyweights Roche and Novartis also made gains.

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and advertising purposes only. The report is subject to change. No representation or
contents. The information mentioned in this document is based on trustworthy information from reliable sources, but no claim is made as to its accuracy or completeness. The performance indicated excludes commissions and costs incurred on the issue or redemption of units of the collective investment scheme. Under Swiss law, the RFP Swiss Equity Equal-Weighted belongs to the category "Securities Funds". Investors' attention is expressly drawn to the risks described in the fund prospectus. Investors must be prepared and financially able to bear even substantial price losses. This information does not take into account the specific or future investment objectives or the tax or financial situation of the individual investor. Past performance is neither an indication nor a guarantee of future performance. Investors acquire units in a collective investment scheme and not in the underlying assets in which investments are made. This document does not constitute a prospectus within the meaning of Swiss corporate and/or capital market law. The fund prospectus, the basic information sheet and monthly, semi-annual and annual reports are available free of charge from Caceis (Switzerland) S.A. 1260 Nyon 2 and Caceis Bank Switzerland Branch. Subscriptions and redemptions: Caceis Bank Switzerland Branch. With regard to any offering and selling restrictions, it is recommended to seek independent advice on the applicable legal framework of the respective country.