Swiss Equities
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, Switzerland Provider: Maerki Baumann & Co AG
Update
The «Equities Switzerland» portfolio solution continues to perform very well. With a return of 11.2 % as at the end of July 2026, it has outperformed both its benchmark and the peer-group median, an achievement matched by only a small number of portfolios in this category. The portfolio comprises a focused selection of 15 to 20 high-conviction stocks. Investors seeking a Swiss equity portfolio should consider the Maerki Baumann & Co. solution as part of a manager selection process.
Portfolio Composition
The module is actively managed and is designed for investors seeking exposure to the performance of the Swiss equity market. It invests in equities and equity-like securities included in the Swiss Market Index (SMI), which comprises the 20 largest and most liquid Swiss companies.
The portfolio focuses on high-quality companies with strong market positions and attractive earnings growth potential. Its objective is to generate attractive long-term returns for clients while providing more stable performance than the benchmark. ESG criteria are incorporated throughout the investment process, reflecting the view that they can contribute positively to long-term performance.
Company Description
Maerki Baumann’s corporate governance and investment activities are founded on three core values: independence, security and transparency. Its modular investment platform, comprehensive crypto services and indirect real estate investment solutions are among the features that distinguish its offering.
The bank follows a personal, honest and transparent service philosophy. As a trusted wealth management partner, Maerki Baumann considers a deep understanding of each client’s individual expectations and requirements essential to a successful relationship. In keeping with its guiding principle, «Trust has a future», Maerki Baumann cultivates long-term client relationships based on partnership.
USP
Maerki Baumann’s corporate governance and investment activities are founded on three core values: independence, security and transparency. Its modular investment platform, comprehensive crypto services and indirect real estate investment solutions are among the features that distinguish its offering.
The bank follows a personal, honest and transparent service philosophy. As a trusted wealth management partner, Maerki Baumann considers a deep understanding of each client’s individual expectations and requirements essential to a successful relationship. In keeping with its guiding principle, «Trust has a future», Maerki Baumann cultivates long-term client relationships based on partnership.