SW-Trading Investment Funds
SW-Trading investment funds are built on a foundation of independent research and disciplined portfolio construction. Each fund follows our proprietary FMT methodology to pursue consistent, risk-adjusted returns across market cycles.
Our fund range
We manage a focused selection of equity, balanced, and fixed income funds. Rather than proliferating products, we concentrate on a curated lineup where each fund serves a distinct role in a well-constructed portfolio. Quality over quantity — always.
Equity Funds
Concentrated portfolios of quality companies with strong fundamentals and sustainable competitive advantages. We invest with a long-term perspective. Available across global and thematic mandates.
Request fund detailsBalanced Funds
Dynamic multi-asset strategies that combine equity and fixed income exposure to deliver smoother return profiles with reduced drawdowns. Allocation shifts actively based on our FMT signals, so the fund adapts to the prevailing market regime rather than relying on static weightings.
Request fund detailsFixed Income Funds
Actively managed bond portfolios seeking attractive yields while rigorously controlling credit and duration risk. We invest across investment-grade sovereign and corporate bonds, with selective exposure to high-yield opportunities where the risk-reward equation is compelling.
Request fund detailsWhat makes our funds different
Every fund we manage benefits from the same proprietary research process that drives our wealth management mandates. Our portfolio managers don't simply follow consensus — they develop independent, conviction-driven views built on fundamentals, monetary analysis, and technical market signals.
The result is a fund range that consistently focuses on capital preservation during downturns while participating fully in market recoveries. We measure success not by short-term benchmarks, but by long-term risk-adjusted value creation for our investors.
Understand our investment methodology
Our fund management principles
Full Transparency
We publish detailed holdings, provide clear fee structures, and offer comprehensive performance reporting. You always know exactly where your money is and why.
Rigorous Risk Control
Capital preservation is not an afterthought — it is embedded in every investment decision. We employ robust downside protection frameworks alongside active position sizing.
Long-term Orientation
We invest with patience and conviction. Our holding periods reflect genuine fundamental views — not trading impulses. This approach reduces transaction costs and aligns our interests with yours.
Ready to invest?
Contact our team to discuss which fund solution best matches your investment objectives and risk profile. We are happy to provide detailed fund documentation on request.
Request fund detailsLegal notice
This is a marketing communication. Investment funds with SW-Trading generally require a medium to long-term investment horizon. All investments involve certain risks. Investments that offer greater opportunities also entail greater risks. Past developments cannot be extrapolated into the future. International allocations give rise to currency risks. The value of investments can fluctuate, and there is no guarantee that the full amount invested will be returned. Please speak to your SW-Trading advisor to analyse the characteristics of our investment fund solutions and carefully consider whether they correspond to your risk profile. This is for information purposes only and does not constitute a recommendation, an offer, or an invitation to invest.