Skip Navigation

As one of the oldest and largest investment counselling companies in Canada, the Swiss Equity Fund Investment Advisory Company is the investment arm of the Swiss Equity Fund & Trust AG, Zurich and manages more than $30 billion worth of assets.

Our clients will benefit from having dedicated investment consultants and the support of our prestigious investment platform. Our investment policy committee adopts a principle-based approach to ensure that our investment decisions are corresponded with your financial goals.



What We Do


The personalized investment plan we develop with you will reflect your ongoing needs and goals.

PERSONALIZED INVESTMENT STRATEGY

We will develop an investment strategy that suits your unique needs and goals, and set expectations based on your acceptable risk level.

We will develop an investment strategy that suits your unique needs and goals, and set expectations based on your acceptable risk level.

EXCLUSIVE INVESTMENT GUIDANCE

Through our world-leading asset managers, we can create a diversified investment portfolio for you, which can anticipates your financial needs and respond to risks and opportunities in a timely manner.

Through our world-leading asset managers, we can create a diversified investment portfolio for you, which can anticipates your financial needs and respond to risks and opportunities in a timely manner.

Our prestigious investment platform has proven to be successful in helping our clients achieve their investment goals. Our investment strategy adheres to a set of principles, which reflects our best thinking and firmest beliefs on how to help our clients.

READ MORE

FOCUS ON REACHING YOUR GOALS

By cooperating with a dedicated investment advisor, you will be aware of your financial progress at all times. We will also regularly adjust the strategies according to external conditions and changes in your personal life to ensure that you are always on track to achieve your goals.

By cooperating with a dedicated investment advisor, you will be aware of your financial progress at all times. We will also regularly adjust the strategies according to external conditions and changes in your personal life to ensure that you are always on track to achieve your goals.

Your financial success is our ultimate benchmark, so every action we carry out is driven by your needs and objectives. We pursue your goal through consistent and client-oriented principled actions. We will also integrate the investment portfolio with all aspects of your wealth plan.

READ MORE



OUR RESPONSIBLE INVESTING STRATEGY


We always make our investment decisions in the best interests of our clients. We firmly believe that the implementation of a series of responsible investment techniques can result in a significant impact on long-term investor value.

Our sub-consultants decide the role of responsible investment in all of their strategies. We make sure that our strategies incorporate at least one responsible investment approach into the investment process, such as integrating ESG (Environmental, Social and Governance) or adopting active ownership and participation method.




Prospectus and Financial Report


Prospectus, Financial Report & other relevant information

Swiss Equity Private Portfolios FProspectus and Financial Report

The Management Report of Fund Performance (MRFP) is a disclosure document that supplements the Swiss Equity Private Portfolio's annual and semi-annual financial statements. This report is released twice each year and provides an overview of the position and financial results of the Portfolio for the relevant period (as at June 30 and as at December 31, respectively), including:

  • Information about the performance of the Portfolio, including factors that had a material effect on Portfolio performance or investment activities;
  • Summary of the Portfolio's investments;
  • Key financial statistics and performance measures.

Annual MRFP − December 2019

Semi-Annual MRFP − June 2019


Annual Financial Statements − December 2019

The December 31, 2019 Annual Financial Statements include details of the investment portfolios and financial statements for the Portfolios.

Semi-Annual Financial Statements − June 2019

The June 30, 2019 Semi-Annual Financial Statements include details of the investment portfolios and financial statements for the Portfolios.

Swiss Equity Mutual Funds Series O Financial Reports & Prospectues




For other legal and regulatory documents related to the Swiss Equity Mutual Funds (such as Proxy Records and Proxy Voting Policy), please click on the Swiss Equity Mutual Funds Legal and Regulatory page link. (Opens in a new tab)

U.S. Banking Regulatory Reporting


Market Analysis


Outlook overview of Swiss Equity Fund Investment Advisory Company

Explore the market analysis of our chief investment strategist to stay updated on the ever-changing economic environment.

Market Analysis


Outlook overview of Swiss Equity Fund Investment Advisory Company

Explore the market analysis of our chief investment strategist to stay updated on the ever-changing economic environment.

Email this document (151KB - PDF)

OTHER SOLUTIONS


Learn how our services can meet your wealth management needs.


CONTACT US


Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.