Sola Capital_Stock (650 × 1300 px) (1300 × 1300 px)

The plutos Switzerland Fund

The PLUTOS Switzerland Fund focuses on Swiss small and mid caps; the investment universe includes all companies included in the Swiss SPI Small and Middle Companies Index (SPISMC).

However, PLUTOS Vermögensverwaltung AG maintains an active, focused investment approach that cannot be described as close to an index, as it only invests in a limited number of companies.

Portfolio companies should be characterized by good growth, high margins and competitive hurdles, pricing power through high market shares, innovation and strong, communicative management. The business is said to be driven by an underlying trend.

The stock selection is based on fundamental social analysis, also taking ESG criteria into account. Companies that violate social and ecological criteria are excluded.

our investment process

focus

The PLUTOS Switzerland Fund relies on Swiss small and mid caps; the investment universe includes all companies included in the Swiss SPI Small and Middle Companies Index (SPISMC).

Plutos Vermögensverwaltung AG maintains an active, focused investment approach that cannot be described as close to an index, as it only invests in a limited number of companies.

quality

Portfolio companies should be characterized by good growth, high margins and competitive hurdles, pricing power, high market shares, innovation and strong, communicative management. The business is said to be driven by an underlying trend.

analysis

The stock selection is based on fundamental social analysis, also taking ESG criteria into account. Companies that violate social and ecological criteria are excluded.

Proximity

Sola Capital, which competently supports PLUTOS in selecting investments, ensures an active exchange with the companies. Stephan Sola, who has been working in this area for over 30 years, knows many of the C-level managers personally and is a proven specialist in Swiss stocks.

Request a PLUTOS Switzerland Fund presentation

How to invest in the PLUTOS Switzerland Fund

PLUTOS – Switzerland Fund Launch

The PLUTOS Switzerland Fund started on October 17, 2022.

In Germany, the PLUTOS-Schweiz Fund is approved for distribution for all investors.

In Switzerland, distribution is only permitted to qualified investors.

Please request via this Link a presentation of the fund.

subscription/purchase

Contact your bank
Give your advisor the respective ISIN:
Tranche A (1.05% mgmt fee): ISIN: LU2484003152 Bloomberg Ticker: ALXEQAW LX Securities number: 119209833 WKN: A3DM2M Minimum subscription volume: none
Tranche B (0.85% mgmt fee): ISIN: LU2484003236 Bloomberg Ticker: ALXEQAW LX Securities number: 119209833 WKN: A3DM2M Minimum subscription volume: CHF 500.
Place the purchase order quantity (shares or CHF equivalent)
Your bank will execute the order and the shares will appear in your securities account within 2 bank working days

redemption/sale

Contact your bank
Place the sell order (number of shares or CHF equivalent) with your adviser.
Your bank will execute the order and the proceeds of the sale will be visible in your account within 2 bank working days

Zoom Coffee?!

Would you like to find out more about the PLUTOS Switzerland Fund? Or discuss the Swiss market or a specific company with an expert? Or get our opinion on your Swiss portfolio?

Then you are exactly right here.

Many very interesting and valuable discussions started with a virtual coffee.

Book Zoom coffee

The expertise.

from 30 years of experience.

THE FUND

On October 17, 2022, PLUTOS asset management launched the PLUTOS–Switzerland Fund: an equity fund that focuses on Swiss small and mid caps and maintains an active, focused investment approach. I would be happy to present it to you PLUTOS Switzerland Fund in detail - what we do, what we don't do and what we stand for.

Sola Capital analyses, evaluates and supports Plutos Vermögensverwaltung in the selection of portfolio companies as investment advisor for the fund.

THE MARKET.

In our role as Swiss experts for the PLUTOS Switzerland Fund we meet with over 100 C-level companies every year. We would be happy to share our knowledge, feelings and impressions with you in a personal conversation.

Periodically we write about our impressions, views and knowledge gained in the Sola Capital blog.

THE NETWORK.

Contrary to all digitization, investing is still a personal business. We are happy to make our extensive network, which has grown over decades, available to connect parties and initiate an interesting exchange.

THE MANDATE.

We are also happy to take on external mandates that revolve around investments in Swiss equities. Be it for a family office, an asset manager or a bank. Talk to us 😉

Zoom coffee exchange?