Swiss equities mandates
| Investment style | Active semi-quantitative approach based on selected fundamental factors and momentum indicators combined with qualitative analysis. | Active sustainable approach |
| Reference currency | CHF | CHF |
| Minimum volume | 20m if implemented via direct investments 5m if implemented via SaraPro Institional Funds |
10m |
| Benchmark | SPI, SMI or other index specified by the client | SPI, SMI or other index specified by the client. |
| Investment universe | Shares of companies domiciled in Switzerland and listed on SWX Swiss Exchange | Shares of companies domiciled in Switzerland and listed on SWX Swiss Exchange which also meet Bank Sarasin’s sustainability criteria. |
| Expected outperformance | 1.5% p.a., rolling over three years | 1.5% p.a., rolling over three years |
| Expected tracking error/ Maximum tracking error | 3.5% / 5% | max. 10% |
| Maximum deviation vs. benchmark as regards: | Stock +/- 3% Sector +/- 5% |
Not specified Not specified |
| No. of securities | At least 30 securities | At least 20 securities |
| Implementation | Via direct investments or vis SaraPro Institutional Funds. If implemented via SaraPro Funds the all-in management fee is reduced and there is no stamp duty. |
Via direct investments. |
