As an independent developer of innovative investment concepts, we are pleased to inform you that the ‘Global Equities Artificial Intelligence’ fund was launched on December 6, 2023. As the portfolio manager of the fund, Trion Invest AG invests globally in various equity strategies, based on an artificial intelligence model’s forecasts, with the primary aim of achieving capital growth. 1741 Fund Solution AG serves as the fund manager, while Bank Julius Baer & Co. AG fulfills the role of custodian bank.

The basis for stock selection are algorithms based on artificial intelligence, which analyze the current market situation and make independent forecasts for its future development using extensive historical and predictive data. Depending on the market phase, a momentum, minimum volatility, or passive strategy is pursued.

Numerous empirical studies confirm that the factors ‘momentum’ and ‘minimum volatility’ have great potential for success in the long term and are often superior to other strategies in certain market phases. However, in other phases, it can be advantageous to pursue a passive strategy. We believe that the correct timing of individual factor strategies can generate additional long-term value.

Our vision is to take a leading role in the development of innovative and high-performance investment concepts through the innovative use of artificial intelligence and state-of-the-art portfolio optimization technology. We aim to continuously find new ways to maximize long-term investor success.

Disclaimer:

For informational purposes only: This news article is intended exclusively for informing the recipient and does neither constitute an investment advice, an offer or a recommendation to purchase financial instruments nor release the recipient from his or her own assessment. This marketing advertisement relates to the shares of the respective fund and not to a base value acquired by the fund. The fund is actively managed.

General: The basis for the purchase of collective investment schemes are the applicable fund documents, in conjunction with the most recent annual report or, if available, semi-annual report of the collective investment scheme. Please read the legally required fund documents before making a final investment decision. The investment policy may only be reproduced in an abbreviated form. The complete investment policy, including all investment restrictions, can be found in the fund documents. This fund is domiciled in Switzerland.

Performance:  There are risks associated with every investment, especially those of fluctuations in value and income. Investments are volatile and associated with risk, which include the potential loss of the capital invested. Furthermore, there can be no guarantee that the performance of the benchmark index will be reached or exceeded. A positive performance in the past or the indication of such is no guarantee for a positive performance in the future. Investments in foreign currencies may be subject to currency fluctuations. There is also the risk that the foreign currency will lose value compared to the investor’s reference currency.

Distribution in Switzerland: This collective investment scheme may be distributed to qualified investors in Switzerland.