Passive Global Equity Strategy
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, Global Provider: Schwyzer Kantonalbank
Update
The portfolios of Schwyzer Kantonalbank have performed very well on the Zwei Wealth platform, both year-to-date and over longer investment horizons. Passive equity portfolios in particular have held up well in the current market environment. The core mandate Index Kapitalgewinn has gained 14.7 % year-to-date, performing close to its benchmark and significantly above the median.
Portfolio Composition
Cost-efficient passive investments (index funds and ETFs). Globally diversified equity exposure. Highly efficient replication of a global equity portfolio.
Company Description
With roots in the canton of Schwyz dating back to 1890, Schwyzer Kantonalbank stands for security, stability and close client relationships. With an AA+ rating, a state guarantee and clearly defined investment processes, the bank combines reliability with professional wealth management and a client-focused approach.
USP
Schwyzer Kantonalbank provides a solid foundation for long-term investing, supported by a strong capital base, an AA+ rating and an unlimited state guarantee. Stability, security and close client relationships have characterised the bank since 1890. At the heart of its offering is a broad range of innovative investment solutions based on clearly defined processes, its own market views and a strong commitment to transparency and cost efficiency.
Strategic asset allocation is determined by the bank's independent market assessment and, depending on the mandate, complemented by targeted tactical adjustments. Investment products are developed in close collaboration with SZKB's independent research team. Investments are selected systematically using a best-in-class approach, covering both individual securities and collective investment schemes.
Investment solutions can be tailored flexibly to clients' needs or follow the bank's professional market views. They offer low fees, transparent implementation and, where desired, a consistent ESG approach.