arvy equity fund
Invest in our fund,
directly from Your bank account
Become a co-owner of worlds iconic brands through your existing bank account,
no new accounts required.
Open for subsription at
and many more…
7 year track record
Performance & Portfolio
Over the past 7 years (net of fees), arvy equity fund has outperformed global equity markets (including emerging markets) on a risk-adjusted basis.
What your money are invested in?
30-35 global iconic companies you can believe in. Brands leading their fields, with solid growth, clarity in their business model, and robust cash flows. We hold each position with conviction, trimming only when the story or price breaks.
Update Q3 | 2025
arvy equity fund Pdf’s to download
Portfolio characteristics
| Universe | ca. 3’000 Companies |
| Holdings | 30-35 Quality Companies |
| Region | Global |
| Style | Quality, Large Cap |
| Position Size | 1-9% driven by conviction, UCITS restrictions |
| Median Market Cap | $127bn |
| ROCE | 31% vs. 16% (for S&P 500) |
| Gross Margin | 60% vs. 35% |
| Net Margin | 20% vs. 10% |
| FCF Yield | 3.2% vs. 2.3% |
| Net Debt/EBITDA | 0.6 vs. 1.3 |
| Dividend Yield | 0.9% vs. 1.5% |
arvy Equity fund key information
| Style | Bottom-up |
| Benchmark | Agnostic / Global Equities incl. EM |
| Fees | 1% Management Fee 0% Performance Fee ca 1.23% TER |
| Liquidity | Daily |
| Minimum | 1 unit, equals approx. CHF 11 |
| Dividends | Accumulating |
| Distribution license | Switzerland, Germany, Liechtenstein |
| Tax Transparency | Switzerland (ESTV), Germany (Classification as an equity fund), Liechtenstein, Austria |
| ISIN | LI1306144802 USD (main) LI1306144786 CHF (hedged) LI1306144810 EUR (hedged) |
| Valor | 130614480 USD (main) 130614478 CHF (hedged) 130614481 EUR (hedged) |
| WKN | A3EK6N USD (main) A3EK6N CHF (hedged) A3EK6M EUR (hedged) |
Our strategy
A hybrid
investment approach
We combine fundamentals (good story) and technicals (good chart). Behind every chart is a story, and behind every investment is your future.
Fundamentals
Good story
We invest in more than numbers, we invest in companies built to last. With strong models, sustainable growth, and visionary leadership, these businesses create resilience, opportunity, and lasting value.
- Clear, future-proof business models
- Sustainable top and bottom-line growth
- Strong free cash flow and fair valuations
- Low debt, strong discipline
- Structural tailwinds
Technicals
Good chart
We trust the market’s voice. No matter how strong the story, it must be confirmed by the chart. That’s why we align fundamentals with technicals because real conviction comes when both speak the same language.
- Strong price development
- Clear, steady trends
- Accumulation and relative strength
- Breakouts to new highs
Safe & secure
Your finances
are in good hands.
With arvy Equity Fund, your investments are protected by Swiss banking standards and managed with full transparency.
Security and regulatory compliance are our top priorities. Arvy is FINMA-licensed as a manager of collective assets (CISA Art. 24), and we partner exclusively with FINMA-regulated custodians to safeguard your investments.
FINMA regulated
custodians
Bank level
security
Swiss
regulated structure
Proven
track record
Our previous awards
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FAQ
Still unsure? We’ve got answers
Everything you need to know before you get started. If you still have
questions, we’re just a message away.
What is arvy Equity?
A high-conviction global equity fund of ~30–35 iconic, quality companies—picked to grow your wealth over the long term.
Who is it for?
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.
How do I invest?
Buy units from our fund through your bank/securities account. Search “arvy Equity” (or the ISIN shown on the page) and place a purchase.
How much do I need to start?
You can start with a single fund unit. 1 fund unit equals to 10 CHF/USD/EUR.
What are the fees?
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.
We are here to help!
Disclaimer
This Document is addressed solely to Recipients to whom it has been delivered by arvy AG or its affiliated companies. It may not be shared in whole or in part with any other persons without the prior written consent of arvy AG or its affiliated companies. This Document is not addressed to any person or entity in any jurisdiction where this may be unlawful. All Recipients take full and sole responsibility for compliance with applicable laws and regulations in relation to any use they make of the Document. The Document is an advertising document for general informational purposes only. Nothing contained in this Document constitutes legal, tax or investment advice. The information in this Document does not constitute an offer, solicitation or recommendation to buy or sell any financial instruments, or to engage in any other transaction involving financial instruments. Before making an investment decision, the Recipient should always read all relevant legal documents as well as any other material which might be required under local laws and regulations, especially all relevant risk disclosures contained therein, and seek professional advice. Any investment decision lies in the sole responsibility of the Recipient. Although the Document is based on information that arvy AG considers to be reliable, arvy AG does not guarantee that the content is accurate, up-to-date or complete. arvy AG may amend the Document partly or entirely at any time without prior notice. arvy AG is not obliged to provide the Recipients with an amended version of the Document. In Switzerland, this Document may only be provided to qualified investors within the meaning of article 10 paragraph 3 and 3ter of the Swiss Collective Investment Scheme Act. Past performance is no indication of current and future performance. arvy AG or its affiliated companies provide no guarantee, warranty or any other pledge regarding the future performance. Data from Koyfin.