An attractive investment opportunity smartly implemented
For many local investors, Swiss equities are part of their portfolio - either because of personal preferences or because, for example, investment regulations require it. In the past, this has worked out well. Especially those who have not only invested in the big stocks and have also considered smaller and medium-sized companies have enjoyed nice returns. Compared to the market as a whole (measured by the Swiss Performance Index SPI), the SPI Extra (contains all SPI shares that are not included in the SMI) has achieved an excess return of more than 2% per year over the past two decades.