Spectravest Fund

All of our know-how packed into one fund

The Spectravest Fund combines all of our equity strategies under one roof. The investment fund launched in 2014 under the direction of Peter Zeier. It invests in companies that have a stable business model, show high free cash flow and present a healthy balance sheet.

The Spectravest Fund is one of the first Swiss Pillar 3 pension funds (3A) that can invest up to 100% in stocks. Outside the third pillar, the fund can also serve as a basic building block for an investment portfolio. The fund has received multiple awards in the past from Thomson Reuters Lipper as the best fund in its investment category.

Peter Zeier

Fund Manager

Current Data

Client Profile

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Class	Date	NAV	Previous Day	YTD
CHF -R-	06.05.2024	2.09	0.5%	3.3%
CHF -3A-	06.05.2024	1.62	0.5%	3.3%
CHF -I-	06.05.2024	1.04	0.5%	3.3%

Awards

The fund won Lipper Fund Awards in Switzerland in 2018, 2019, 2021, 2022, 2023 and 2024 for the best performance in the "Mixed Assets CHF Aggressive" category.

Three Reasons to Buy

Equity Potential

Use the full potential of shares: While most pension funds allow a maximum of 50% shares, we have received approval from the regulator to be allowed to invest 100% in shares in our 3a fund.

No 0815 Portfolio

Thanks to the broad diversification across countries and sectors, the investment fund is the ideal entry-level investment to build up long-term assets. You will find stable Swiss SMEs, large international corporations, low-priced dividend pearls from Asia, cash flow-generating “no names” and the gold held as security in the portfolio.

Invest Regularly

Stocks deliver the best returns in the long run, but you never get the right start. We therefore recommend a monthly deposit for our 3a account, which is invested directly in the Spectravest fund. Regular depositing using a savings plan is a good sedative, especially for those who become nervous about large fluctuations.rden.

Documents

Prospectus (only in German)

Annual Report (only in German)

Semi-Annual Report (only in German)