1. Presentation :
This UCITS ETF replicates an index composed of Switzerland's largest market capitalisations (DJ Switzerland Titans 30). It invests in equities of major companies established in Switzerland and follows a dividend distribution policy, providing direct access to the Swiss equity market within a listed and regulated vehicle.
2. Benefits :
Provides targeted exposure to large Swiss blue?chips, delivering diversification relative to portfolios concentrated in other regions. The restriction to the 'Titans' promotes liquidity of held positions and typically lower turnover. As a UCITS product, it complies with European investor protection standards, features competitive management fees for an equity ETF, and offers regular income distributions for investors seeking yield.
3. Risks :
Inherent equity risk: valuations can fluctuate significantly over the short term. The concentrated geographic exposure implies country and currency risk (sensitive to the Swiss economy and the Swiss franc). There may be sector concentration linked to the profile of large Swiss caps. ETF?specific risks include tracking error and market liquidity when trading.
4. Investor profile :
Suitable for investors seeking exposure to large Swiss capitalisations, aiming for a mix of growth potential and income through distributions, with an equity risk tolerance and a medium to long?term investment horizon.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |