Sallfort Investment Manager Funds: Europe/Switzerland/USA

The management objective of the three funds is to exceed the respective reference index, the Stoxx 600 DR, the SPI or the S&P 500 Net Total Return, over the recommended investment period of 5 years after deduction of fees. Investment philosophy is based on a value approach. Value investors invest in a stock if they assume that they are currently undervalued and the so-called intrinsic value is higher than the current price. This approach offers significant profit opportunities as soon as the market recognizes the true economic value of a company and rewards the stock with a rising price.

This value approach is based on a quantitative analysis of securities by using filters and a scoring model. A major requirement is a high degree of management discipline, especially in the management of risks. The Funds have a constant exposure of at least 60% in equities of the respective benchmark index.

The factsheets of the funds can be made available for download under certain conditions.

Find the factsheets here.

For further information please contact:

Hubert Seiter
Telephone: +41 61 225 52 72


The legal information, in particular the terms of use for the website of Sallfort Privatbank apply. You will find these here.

In addition, the following restrictions apply:

The factsheets of the funds of Sallfort Privatbank AG (hereinafter referred to as “factsheets”) are aimed exclusively at legal entities and individuals domiciled or resident in countries in which public distribution, offering and sale of the funds are duly authorized in accordance with applicable local legislation. The factsheets are not designated for persons who are subject to a jurisdiction that prohibits the publication or access to the same factsheets due to the tax domicile of the person concerned, their nationality or for other reasons. Persons subject to such local restrictions are prohibited from accessing the factsheets.

Please select the country of your domicile / residence:

Per 7. Juni 2019 wurde die Fusion der Sallfort Privatbank mit der Banque Heritage vollzogen.

Weitere Informationen können Sie unserer Medienmitteilung vom 6. November 2018 entnehmen.

Zur Webseite der Banque Heritage wechseln

The merger of Sallfort Privatbank with Banque Heritage was completed on 7 June 2019.

Further information can be found in our media release of 6 November 2018.

Go to the Banque Heritage website