As an independent developer of innovative investment concepts, we are pleased to inform you that the “Swiss Equities High Quality” fund was launched on 29 November 2024. As portfolio manager, Trion Invest AG invests in Swiss equities based on a quantitative approach to evaluating quality companies. The fund aims to achieve capital growth. 1741 Fund Solution AG acts as the fund manager, and the custodian bank is Bank Julius Bär & Co. AG.

The selection of investments is based on quantitative models that identify the most attractive Swiss quality companies using extensive data analysis. We focus on companies with solid balance sheets, sustainable earnings, high return on capital, and strong market positions.

We are convinced that a careful selection of these quality companies can generate above-average returns in the long term.

Our vision is to play a pioneeringrole in the development of innovative and high-performance investment concepts by leveraging modern analytical methods and optimized portfolio strategies. We strive to continuously find new ways to maximize long-term investor success.

Disclaimer:

For informational purposes only: This marketing 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.