Swiss Fund Data News

Annual Report 2024

SFD has completed another successful year and expanded its offering with new fund promoters.

The Web traffic further increased showing our strong position as the leading B2C fund platform in Switzerland.

We are also pleased to announce that our fees remain unchanged.

In addition, the SIX Group acquired the majority stake from Asset Management Association Switzerland in January 2025 and now holds 100% of SFD.

For further information please consult our Annual Report (only available in German) .

Flows (cumulated) in mio. CHF, April 2025

Top Performers by Fund Category

Fund Name Perf.  Perf. (CHF)  MyFunds
UBS (CH) Institutional Fund - Equities Israel Passive II I-X
CH0366436894
Q
+48.85% +48.85%
New Capital US Growth Fund USD I Acc.
IE00B55BL213
Q
+34.45% +45.04%
UBS (Lux) Equity SICAV - USA Growth (USD) I-X-acc
LU0399033694
Q
+33.33% +43.83%
US Large Cap Growth Equity Fund I
LU0174119775
Q
+32.46% +42.90%
Ixios Gold S
FR0013476165
+31.74% +42.12%
PrivilEdge - Alpha Japan SH (USD) PA
LU2191968812
+31.39% +41.74%
UBS (Lux) Equity SICAV - USA Growth Sustainable (USD) seeding I-A3-acc
LU2099993318
Q
+30.83% +41.13%
Wellington Management Funds (Ireland) plc - Wellington US Dynamic Equity Fund USD E AccU
IE00BL977856
Q
+30.23% +40.49%
Carmignac Portfolio - Asia Discovery A USD Acc Hdg
LU0807689582
+30.14% +40.39%
MFS MERIDIAN FUNDS - U.S. Growth Fund A1 USD
LU1985810032
+29.83% +40.06%
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Q
Fund for qualified investors
E
The fund is an ETF / The fund is an ETSF
S
The fund is a Sponsored Fund

Legal Announcements

25.06.2025 - Other optional notices

25.06.2025 - Other optional notices

25.06.2025 - Other optional notices

25.06.2025 - Other legal notices (concern also modifications of regulations and...

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