Swiss funds and ETFs: stable deposit tanker with reliable dividends – the ideal balance from security and return for turbulent market phases (photo: Freepik, Eyeem)
When the nerves are bare on the stock exchanges, Swiss shares score with reliability and substance. Funds and ETFs for shares in the Alpine Republic offer defensive potential, solid dividends and a clever diversification – ideal for investors who are looking for a stable anchor in the depot in stormy times.
2 Switzerland-ETF as a deposit tanker
Amundi Msci Switzerland Ucits ETF-Stability instead of high-tech hype
The Amundi Msci Switzerland ETF (Isin: LU1681044993) is more than just an index replication-it is a bulwark against the exaggerated high-tech hype. With 45 titles, especially from the health, financial and consumer sector and a weighting of 36 percent in the pharmaceutical sector, ETF offers direct access to a market that combines tradition and future.
Top-Holdings are NestléRoche and Novartis. A total cost rate (ter) of only 0.25 percent hardly burdens the depot. Stability pays off here – without digital hypes that only feed the market with unnecessary volatility. The quintessence: an annual increase in value of 8.68 percent since the edition 7 years ago, which corresponds to an overall return of approximately 80 percent.
Xtrackers Switzerland Ucits ETF – the quiet pole in the depot
Also the Xtrackers Switzerland ETF (ISIN: LU0943504760) convinces with a balanced and defensive mix of industries. It depicts the Solactive Swiss Large Cap Index with a share of 38 percent healthcare companies and a comparable commitment to finance and consumer goods. This ensures that classic Swiss Blue Chips such as Nestlé, Roche and Novartis are represented.
The costs are 0.30 percent per year, the performance of the ETF launched in 2007 is 223 percent (8.7 percent PA) over 15 years. The calm and constant orientation of this index fund offers investors stable access to the strengths of the Swiss market. The volatility over 10 years is almost 3 percentage points below that of the MSCI World.
2 active Switzerland funds with a clear strategy
Schroder ISF Swiss Equity A CHF A – an oldie with a bite
Under the direction of Daniel Lenz and Stefan Frischknecht, the Schroder ISF Swiss Equity (ISIN: LU0063575806) at least 2 thirds of his assets in a concentrated portfolio of less than 50 Swiss titles. Since its edition in 1995, the fund has impressively demonstrated its pioneering role with an increase in value of over 880 percent (7.8 percent PA).
The focus is on health, finance, industry and consumer goods-top positions such as Roche, Novartis and Nestlé make up over 25 percent of the portfolio. Active management that identifies opportunities precisely and controls risks enables a solid strategy in volatile times.
Zcapital Swiss Dividend Fund – the Swiss clockwork
Pascal Seidner manages that Zcapital Swiss Dividend Fund (CH019466555) with a disciplined strategy that focuses on stable distributing companies. The fund invests in 25 to 40 carefully selected shares from the SPI Swiss Performance Index – around 60 percent of which are blue chips, the rest are strong growth Mid caps. A strict exclusion rule that consistently eliminates with a relationship between net debt and adjusted operational profit (EBITDA) of more than 2.5x is sustainable.
The top Holdings currently include Nestlé, Roche and Novartis, which make up almost 30 percent of the portfolio, supplemented by values such as Baloise, Givaudian and Holcim. The position in TX Group was expanded in March, while acquisitions in Inficon, SGS, Novartis, BKW and Accelleron increase the focus on sustainable dividends.
Thanks to a specially developed dividend valuation tool and continuous risk monitoring, the fund delivers returns such as a precise Swiss clockwork-around 63 percent over 5 years and a total return of almost 300 percent since 2012 (11.7 percent PA). Only in 2 moderate minus years (minus 7 percent) the fund remained behind its otherwise constant successes.
Conclusion: Swiss funds and ETFs – more stability, less bubble
In times when the markets react to every AI hype like a teenager on TikTok trends, Swiss equity funds provide exactly what many depots urgently need: stability, substance and strategy. Whether widespread over ETFs like Amundi and Xtrackers or specifically by active funds such as Schroder and Zcapital – the Alpine country remains a rock in the surf. If you think in the long term and set defensive quality instead of growth at all costs, you will find more than just chocolate and neutrality here: a real resting pole with return potential.
Disclaimer:
No investment advice. No call to buy or sell securities.