As an independent developer of innovative investment solutions, we are pleased to inform you about the launch of the fund “Responsible Global Brands” in early June within the existing umbrella “Academic Alpha Investment Funds”. For over two years, the underlying investment strategy had been successfully applied in an actively managed certificate (AMC), whereby Academic Alpha AG figured as the strategy advisor. The certificate was redeemed with the launch of the new fund.

With respect to the new fund, Academic Alpha AG provides the investment universe based on its innovative investment concepts, while the asset manager is Trion Invest AG. The fund management is ensured by 1741 Fund Solutions AG, the custodian bank is Bank Julius Baer & Co. AG. The fund was approved by the Swiss Financial Market Supervisory Authority (FINMA) and is now subject to the Federal Act on Collective Investment Schemes (CISA). The main advantage of a collective investment scheme compared to a certificate is the increased investor protection and the elimination of the issuer risk.

The fund “Responsible Global Brands” invests globally in equities and aims for capital growth. The portfolio is built on the basis of an active strategy, primarily investing in companies with successful brands. In addition, companies with a high level of customer satisfaction are taken into account. Both established and aspiring companies are included in the stock selection process. Along with the latest scientific findings in the field of brand research, aspects of sustainability and minimum requirements for the financial health of a company are part of the stock selection process.

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.

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.

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.