SW-Trading Investment Funds
Our SW-Trading investment funds are built on independent research, disciplined portfolio construction, and a proprietary FMT methodology applied consistently across equity funds, fixed income funds, and balanced funds. Every strategy pursues steady, risk-adjusted returns across full market cycles, not short-term benchmark wins.
Our Investment Fund Range: Equity, Balanced & Fixed Income
We manage a focused range of equity funds, balanced funds, and fixed income funds. Rather than proliferating products, we keep a curated lineup in which each fund plays a distinct role inside a well-constructed portfolio. Quality over quantity, always.
Equity Funds
CConcentrated portfolios of quality companies with strong fundamentals and durable competitive advantages. Our equity funds are run with a long-term horizon and are available across global and thematic mandates, with every position underwritten by our research desk.
Request fund detailsBalanced Funds
Dynamic multi-asset strategies that combine equity and fixed income exposure to deliver smoother return profiles with reduced drawdowns. Our balanced funds shift allocation actively on FMT signals, so the portfolio adapts to the prevailing market regime instead of relying on static weightings.
Request fund detailsFixed Income Funds
Actively managed bond portfolios that target attractive yields while rigorously controlling credit and duration risk. Our fixed income funds invest across investment-grade sovereign and corporate bonds, with selective high-yield exposure only where the risk-reward equation is genuinely compelling.
Request fund detailsWhat makes our funds different
Every fund we run benefits from the same proprietary research process that drives our wealth management mandates. Our portfolio managers do not simply follow consensus. They develop independent, conviction-led views built on fundamentals, monetary analysis, and technical market signals, and they are accountable for every position they hold.
The result is a fund range that prioritises capital preservation in downturns while participating fully in recoveries. We measure success not by short-term benchmark tracking, but by long-term, risk-adjusted value creation for the investors who trust us with their capital.
Understand our investment methodology
How We Approach Fund Management at SW-Trading
Full Transparency
We publish detailed holdings, provide clear fee structures, and deliver comprehensive performance reporting across every fund we manage. You always know exactly where your money is invested and why we hold it.
Rigorous Risk Control
Capital preservation is not an afterthought. It is embedded in every investment decision through robust downside protection frameworks, active position sizing, and continuous risk review at the investment committee level.
Long-term Orientation
We invest with patience and conviction. Our holding periods reflect genuine fundamental views rather than trading impulses, which reduces transaction costs and keeps our interests aligned with yours over the long run.
Invest in SW-Trading Investment Funds
Contact our team to discuss which of our SW-Trading investment funds best matches your investment objectives and risk profile. We are happy to provide detailed fund documentation, factsheets, and a direct introduction to the portfolio manager 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.