Equities

The range of PMG equity funds covers selected topics and markets, from focused Swiss small & mid cap funds, to funds focusing on owner-managed companies, to actively managed global capital market investments or thematic investing focused funds in the fields of biotechnology or infrastructure.

PPF - PMG Global Biotech Fund

The Fund invests in listed biotechnology companies that specialize primarily in the development of innovative therapies in oncology, rare diseases, neurological diseases and infectious diseases. It offers investors access to growth in one of the most important key technologies of the 21st century. The stock selection is based on a fundamental company analysis. The investment universe focuses on the US and Europe, but also increasingly includes companies in Asia. The benchmark index is the NASDAQ Biotechnology Index. The portfolio is diversified and includes approximately 80% large and mid caps and approximately 20% small caps.

PPF - PMG Global Biotech Fund (I)
PPF - PMG Global Biotech Fund (R)

BB Entrepreneur Switzerland

The fund invests in listed, owner-managed companies in Switzerland. In particular, these are companies which are controlled and significantly influenced by an entrepreneur or an entrepreneurial family with at least 20% of the voting rights. The characteristics of such companies "focused business model, short decision-making paths, sustainable business policy and strong entrepreneurial culture" lead to innovation efficiency, high product quality and strong customer loyalty. These factors have a proven positive effect on the share price. The fund portfolio contains between 25 and 40 stocks, which have been fundamentally analysed and represent a large number of attractive sectors.

BB Entrepreneur Switzerland - A
BB Entrepreneur Switzerland - B
BB Entrepreneur Switzerland - I

PPF - LPActive Value Fund

The fund invests internationally in listed private equity companies. These are characterised by the fact that they invest in private companies via their corporate balance sheet and report these investments transparently. The investment strategy is based on a fundamental approach: companies are selected for the portfolio whose shares are traded at a discount in the market in relation to the reported intrinsic value of their private equity investments. Care is taken to ensure that little or no outside capital is used and that a convincing investment track record can be achieved over many years. The fund gives investors flexible access to around 200 international private equity investments in various sectors.

PPF - LPActive Value Fund CHF
PPF - LPActive Value Fund EUR
PPF - LPActive Value Fund EUR A
PPF - LPActive Value Fund USD A

PPF II - Global Infrastructure Network Fund

The fund gives investors access to a portfolio of approximately 30 equally weighted, high capitalised network and/or hub infrastructure companies. The special feature of this selection is intended to lead to a long-term, consistent earnings profile with manageable risk. Network operators of motorways, railway lines or electricity networks, for example, generally enjoy a quasi-monopolistic position in their respective sales market. This also applies to operators of infrastructure hubs such as ships and airports. Long-term concession agreements can secure their position in the long term. The fund identifies companies that are not only attractive according to financial analysis criteria, but also have an attractive, sustainable risk profile in the long term.

PPF II - Global Infrastructure Network Fund CHF B-I
PPF II - Global Infrastructure Network Fund EUR A

PPF - PMG Global Biotech Fund

The Fund invests in listed biotechnology companies that specialize primarily in the development of innovative therapies in oncology, rare diseases, neurological diseases and infectious diseases. It offers investors access to growth in one of the most important key technologies of the 21st century. The stock selection is based on a fundamental company analysis. The investment universe focuses on the US and Europe, but also increasingly includes companies in Asia. The benchmark index is the NASDAQ Biotechnology Index. The portfolio is diversified and includes approximately 80% large and mid caps and approximately 20% small caps.

PPF - PMG Global Biotech Fund (I)
PPF - PMG Global Biotech Fund (R)

BB Entrepreneur Switzerland

The fund invests in listed, owner-managed companies in Switzerland. In particular, these are companies which are controlled and significantly influenced by an entrepreneur or an entrepreneurial family with at least 20% of the voting rights. The characteristics of such companies "focused business model, short decision-making paths, sustainable business policy and strong entrepreneurial culture" lead to innovation efficiency, high product quality and strong customer loyalty. These factors have a proven positive effect on the share price. The fund portfolio contains between 25 and 40 stocks, which have been fundamentally analysed and represent a large number of attractive sectors.

BB Entrepreneur Switzerland - A
BB Entrepreneur Switzerland - B
BB Entrepreneur Switzerland - I

PPF - LPActive Value Fund

The fund invests internationally in listed private equity companies. These are characterised by the fact that they invest in private companies via their corporate balance sheet and report these investments transparently. The investment strategy is based on a fundamental approach: companies are selected for the portfolio whose shares are traded at a discount in the market in relation to the reported intrinsic value of their private equity investments. Care is taken to ensure that little or no outside capital is used and that a convincing investment track record can be achieved over many years. The fund gives investors flexible access to around 200 international private equity investments in various sectors.

PPF - LPActive Value Fund CHF
PPF - LPActive Value Fund EUR
PPF - LPActive Value Fund EUR A
PPF - LPActive Value Fund USD A

PPF II - Global Infrastructure Network Fund

The fund gives investors access to a portfolio of approximately 30 equally weighted, high capitalised network and/or hub infrastructure companies. The special feature of this selection is intended to lead to a long-term, consistent earnings profile with manageable risk. Network operators of motorways, railway lines or electricity networks, for example, generally enjoy a quasi-monopolistic position in their respective sales market. This also applies to operators of infrastructure hubs such as ships and airports. Long-term concession agreements can secure their position in the long term. The fund identifies companies that are not only attractive according to financial analysis criteria, but also have an attractive, sustainable risk profile in the long term.

PPF II - Global Infrastructure Network Fund CHF B-I
PPF II - Global Infrastructure Network Fund EUR A

All Equity Funds

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