Arvy equity fund

A high-conviction global equity fund of ~30–35 iconic, quality companies—picked to grow your wealth over the long term.

Individuals who want simple, professional stock-market exposure without picking shares themselves, and anyone who prefers to invest directly through their existing bank account, no app required.

Buy units from our fund through your bank/securities account. Search “arvy Equity” (or the ISIN shown on the page) and place a purchase.

You can start with a single fund unit. 1 fund unit equals to 10 CHF/USD/EUR.

A simple ongoing management fee of 1%/per year, with 0% performance fee. TER (total expense ratio) is 1.22%. Your bank may add its usual transaction/ custody fees.

USD plus CHF hedged and EUR hedged share classes, so you can choose what fits your base currency.

The fund can be subscribed via all Swiss banks. A securities account is required for this. If you wish to subscribe via Swissquote, please note that you will need to log in to find our fund with the Valor/ISIN.

The fund will soon be tradable on all platforms via Germany and Austria. This means that you can trade it via Comdirect, savings banks, cooperative banks, and now also via normal banks (Sparkassen, Volksbanken, Genobanken).

Our arvy equity strategy uniquely focuses on quality large and mega-cap investments, combining active management with a blend of fundamental and technical analysis. Our “Good Story & Good Chart” approach is underpinned by a decade-developed proprietary screening model. With a trader’s mindset, we make tactical adjustments to navigate market dynamics effectively. This strategy ensures a balance of long-term stability with the agility to respond to evolving market opportunities.

Yes. You can sell on any business day; proceeds typically reach your bank account within a few days.

Discount brokers work with low fee models and therefore only offer a limited universe. Unfortunately, in most cases it is not possible to subscribe via discount brokers such as Interactive, Comdirect (soon possible), Charles Schwab, etc. Subscriptions are possible with Swissquote, but you need to log in to be able to view our fund.