Finreon World Equity Multi Premia®
Finreon World Equity Multi Premia® invests in approximately 1'000 of the largest developed world stocks (excluding Switzerland). The Multi Premia® approach combines investments in seven different long only strategies with empirically proven long-term outperformance (so called factor premia): Value, Size, Momentum, Residual Momentum, Reversal, Low Risk and Quality. The total risk born by the investor is similar to a global equity investment in foreign currency. The fund is available unhedged or hedged in CHF. The fund is suitable for investors who wish to invest in seven scientifically proven factor premia of the global equity markets in a diversified manner.
Fund facts
Fund name | Finreon World Equity Multi Premia® |
Fund umbrella | Finreon Umbrella Fund |
Domicile | Switzerland |
Structure | Fund according to Swiss Law, FINMA-regulated |
Currency | USD |
Liquidity | Daily |
Inception | 27.06.2018 |
Distribution policy | Accumulating |
Investment advisor | Finreon Ltd |
Asset manager | Credit Suisse Ltd |
Fund management | Credit Suisse Funds Ltd |
Custody bank | Credit Suisse Ltd |
Remarks | No sec lending/ no leverage/ no short-selling |
Concept
Strategy name | World Equity Multi Premia® |
Benchmark | Equity World ex CH NR |
Asset class | Equity |
Region | World ex CH (developed countries) |
Number of stocks | <= 1000 |
Download
Factsheet
KIID
Prospectus (DE)
Annual Report (DE)
Semi-annual Report (DE)
Classes | ISIN | Currency | Min. Investment (CHF) |
Management Fee |
---|---|---|---|---|
Finreon World Equity Multi Premia® A |
CH0410208489 | USD | - | 0.85% |
Finreon World Equity Multi Premia® AH |
CH0410369760 | CHF (hedged) | - | 0.90% |
Finreon World Equity Multi Premia® C |
CH0410369778 | USD | 0.5 mio. | 0.65% |
Finreon World Equity Multi Premia® CH |
CH0410369786 | CHF (hedged) | 0.5 mio. | 0.70% |