How does the portfolio management mandate work?

The portfolio management mandate top Swiss dividend equities selected around 25 of the top Swiss equities – in principle ten large caps, ten mid caps and five small caps. The equities are assessed on the basis of their dividend returns and are selected taking into account the stability of their dividends and potential. In doing so, we also take into account fundamental data and company-specific features. The companies should also be in a position to maintain their distributions at a high level or even to increase them. When structuring the portfolio, we are sure to make it as broadly diversified as possible. As an investor, you decide whether you wish to reinvest the dividends on an ongoing basis or have them paid out annually.


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