Diversified investment with Swisscanto index funds

With the Swisscanto index funds, you can invest in the asset classes of equities, bonds, indirect real estate investments and commodities. In doing so, we replicate the risk and return characteristics of the relevant benchmark as closely as possible. Index funds are not listed on the stock exchange and offer an attractive alternative to ETFs.

Your advantages with Swisscanto index funds

Around 80 index funds for equities, bonds, indirect real estate investments and commodities are available.

You can carry out subscriptions and redemptions on any bank working day.

We apply the exclusion criteria based on SVVKASIR in all index-linked portfolios. These exclusion criteria contains, for example, manufacturers of prohibited weapons.

Our index funds are developed and managed exclusively in Switzerland.

Our index funds are not listed on the stock exchange and therefore offer an attractive alternative to exchange traded funds (ETFs).

Around 80 index funds for equities, bonds, indirect real estate investments and commodities are available.

Our index funds are developed and managed exclusively in Switzerland.

You can carry out subscriptions and redemptions on any bank working day.

Our index funds are not listed on the stock exchange and therefore offer an attractive alternative to exchange traded funds (ETFs).

We apply the exclusion criteria based on SVVKASIR in all index-linked portfolios. These exclusion criteria contains, for example, manufacturers of prohibited weapons.

Count on our expert team

Benefit from our many years of experience. With our index funds, we offer you Swiss quality and precision, which have become firmly established in the market. Our experienced team of experts and state-of-the-art technologies ensure professional management of your assets. Here the focus is always on transparency and cost efficiency. We develop and manage Swisscanto index funds exclusively in Switzerland – tailored to Swiss customers.

How you benefit from Swisscanto index funds

  1. 1 We offer a comprehensive range of products with over 80 Swisscanto index funds in all standard asset classes.
  2. 2 Our index funds are broadly diversified, have a low risk of return variance from the benchmark index and are managed cost-effectively.
  3. 3 We invest effectively in the securities included in the benchmark index (physical replication).
  4. 4 Rely on our competent and stable team of experts with over 20 years of experience in the Swiss market.

Index funds compared to exchange-traded funds

Index funds are unlisted investment funds and offer various advantages compared to exchange-traded funds (ETFs) that are better known in the market. For example, no Swiss stamp duty is payable on purchases and sales.

Characteristics Swisscanto (CH) index funds Exchange Traded Funds (ETF)

Replication method

Physical

Physical or synthetic, depending on provider

Consistent / uniform index system

Yes

Partially, depending on provider

Liquidity

Daily on the primary market

Intraday trading; typically in the secondary market

Swiss stamp duty

No (purchase/sale: 0.0/0.0%)

Yes; domestic 0.075/0.075% / foreign 0.15/0.15%

Pricing

NAV +/- fixed charges*

Variable bid or offer price**;
Premium or discount possible versus ETF basket

Crossing option

Automatic reduction of fixed charges

Possible but not guaranteed

Valuation

NAV (identical to index)

ETF closing price may vary from the index

Costs for market makers

No

Yes

Minimum investment

None

None

Transaction

Quantity or amount (fractions possible)

Quantity

Domicile/regulatory authority

Switzerland/FINMA

Various

Place of asset management

Switzerland

Various

*  Issue and redemption charges are credited in full to the respective sub-fund assets. They are intended to cover transaction costs and thereby protect the remaining investors.

** The spread depends largely on the time of the transaction and includes costs for the market maker.

 

All index funds at a glance

Swisscanto Index Solutions