The plutos Switzerland Fund

Growth & market position – recurring demand, niche leadership
Profitability & margins – pricing power, economies of scale
Balance sheet & cash flow – conservative financing, high FCF conversion rate
Management & Incentives – Owner proximity, clear communication
Capital allocation – reinvestments > buybacks > dividends (depending on the situation)

How to invest in the PLUTOS Switzerland Fund

Target return: 10% pa over the cycle

Tracking Error: deliberately accepted (benchmark-free)

Drawdown management: Cash quota and rebalancing as tools

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.

Contact your bank
Give your advisor the respective ISIN:
Tranche A (1.05% mgmt fee):
- ISIN: LU2484003152
- Bloomberg Ticker: ALXEQAW LX
- Security number: 119209833
- WKN: A3DM2M
- Minimum subscription volume: none
Tranche B (0.85% mgmt fee):
- ISIN: LU2484003236
- Bloomberg Ticker: BLXFVCS LX
- Security number: 119209862
- WKN: A3DM2N
- 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