QUALITY INVESTING

arvy Equity

With our “Good Story & Good Chart” approach, we select the 30 best companies worldwide.

OUR SOLUTION

Equity Fund

With our “Good Story & Good Chart” approach, we select the 30 best companies worldwide.

Key Facts

Asset Manager:arvy AG
Name:arvy Equity (UCITS)
Fees:
1% Management Fee
No Performance Fee
ca 1.24% TER
LiquidityDaily
Minimum1 unit, equals approx. CHF 10
DividendsAccumulating
Distribution licenseSwitzerland, Germany, Liechtenstein
Tax TransparencySwitzerland (ESTV), Germany (Classification as an equity fund), Liechtenstein

ISIN

CHF (hedged)LI1306144786
EUR (hedged)LI1306144810
USDLI1306144802

Downloads

Factsheet (EN)
Factsheet (DE)
Prospectus
NZZ Articles
Presentation
PRIIPsKID (CH)
PRIIPsKID (DE)

Previous Awards

OUR INVESTMENT PHILOSOPHY

A Hybrid Investment Approach

We believe that investing is more art than science. It requires a certain amount of creativity, intuition and experienced judgment, in addition to certain basic principles and techniques. You need a human touch.

  • A strong focus on risk-adjusted returns delivered over decades
  • Hybrid Investment Approach. Combining Fundamentals and Technicals (Good Story and Good Chart)
Good Story Good Chart

OPEN FOR SUBSCRIPTION AT

ZKB

and many more..

FUNDAMENTALS

GOOD STORY

We believe in investing in high-quality companies because they offer potential for robust long-term performance. Their strong business models, solid financials, and skilled management often result in resilience and competitive edge, aligning with our goal of consistent, risk-adjusted returns for our investors.

  • Quality business model
  • Sustainable top and bottom-line growth
  • Strong FCF generation, reasonable FCF valuation
  • Low debt levels
  • Structural tailwinds
Good Story

TECHNICALS

GOOD CHART

We believe that the market is the best informed analyst. No story is worth pursuing, no matter how attractive it looks, if the market does not honor the investment case. That’s why we align our fundamentals (Good Story) with the technicals (Good Chart).

  • Strong price development
  • Price linearity
  • Accumulation and relative strength
  • New highs
Good Chart

OUR VALUES

Why arvy?

We believe in the power of capital growth over decades. This is why we have designed our investment strategy to reflect our long-term vision. We put our words into action by investing alongside our clients. After all, we can only offer our clients what works for us and meets our standards.

Learn more about arvy
arvy team
arvy team

FAQ

What is the minimum investment?

The initial investment is at least 1 unit, which equals to 10 CHF/USD/EUR.

Through which banks can I subscribe the fund?

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.

Are my investments safe?

Under Swiss law, your investments in the arvy equity fund are classified as special assets (Sondervermögen), meaning the fund itself is legally distinct and protected. In the event of bankruptcy of arvy or your custody bank, these assets would remain secure and separate from the bankruptcy estate, ensuring their continued safety and release to you.

What is the investment strategy of arvy equity?

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.

How does arvy incorporate sustainability?

At arvy, we recognize that sustainability in investing extends beyond environmental factors. In our arvy equity strategy, we emphasize sound corporate governance and strong social principles. We select companies that demonstrate exceptional corporate governance and a solid track record in these areas. Our approach is based on the belief that companies run with integrity and responsibility are more likely to perform well than unstable management teams and turnaround stories. This comprehensive view of ESG (Environmental, Social, and Governance) is an integral part of our investment philosophy and reflects our commitment to creating value that goes beyond financial returns and promotes a sustainable future.

Can you subscribe to the fund through discount brokers (Interactive Brokers, Swissquote, etc).?

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, Commdirect, Charles Schwab, etc. Subscriptions are possible with Swissquote, but you need to log in to be able to view our fund

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.

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IMPORTANT LEGAL NOTICE (DISCLAIMER)

The official website of arvy AG (hereinafter referred to as arvy) contains, among other things, information, advertisements (as defined by Swiss Law) and opinions on investment instruments, products and services (hereinafter referred to collectively as “financial products”). You can therefore only visit the website if you carefully read and subsequently accept the following important legal information for financial products. With your consent and your access to the website, you declare that you have understood and expressly agree to the legal information. arvy may involve third parties in the operation of the website. The following content also applies mutatis mutandis to information that customers receive, for example in the form of subscribed newsletters. The information as well as the rules of use can be updated at any time. The changes are binding. By the further use of the website and our services we proceed from your knowledge and your agreement.

Local legal restrictions
The website contains information, advertisements (as defined by Swiss Law) and opinions on financial products (e.g. investment funds) which may be subject to different registration requirements in other countries. It is not directed at natural or legal persons for whom the use of or access to the arvy website would be contrary to the legal system of their country due to the nationality or domicile/registered office of the person concerned or for other reasons. This applies in particular to citizens and/or residents of Great Britain, Japan and the USA.

No recommendation or offer
The published contents constitute neither a recommendation nor an offer to purchase, hold or sell the financial products mentioned or to engage in other transactions or legal transactions. They are for personal use and information purposes only and may be changed at any time without prior notice by arvy, as may these legal notices for financial products. The contents provided in the section on financial products are not recommendations for your investment and other decisions and have no advisory character. Before investing in a financial product, the investor must have carefully read the current legal documents and all other documents that may be required by local legal and regulatory regulations (e.g. prospectus and annual and semi-annual report of an investment fund). It is particularly important to study the legal and risk information contained therein in detail. Before making an investment decision, it is also advisable to consult a specialist.

No warranty
arvy takes the greatest possible care in compiling the contents of its financial products. arvy and its contractual partners do not assume any guarantee or liability vis-à-vis third parties with regard to the correctness, up-to-dateness and completeness of the published content. In particular, arvy is under no obligation to update the content or remove obsolete content. arvy also assumes no responsibility and gives no guarantee that the functions of the website with content on the financial products will not be interrupted or error-free, that errors will be rectified or that the website or the respective server is free of viruses or other harmful components and programs. Furthermore, there may be links on the arvy website that lead to third-party websites. These links are completely beyond the control of arvy. arvy therefore accepts no responsibility whatsoever for the accuracy, completeness and legality of the content of such websites or for any offers and services contained therein.

The Internet is an open network accessible to everyone and is therefore not considered a safe environment. arvy therefore accepts no liability whatsoever for the security of data transmitted via the Internet.

Risk notice
As a rule, the higher the risk (price fluctuations), the longer the investment period should be, and the higher the return opportunities. The value of the invested capital as well as the resulting income (e.g. distributions in connection with investment funds) are subject to fluctuations or can be completely eliminated. Investments in foreign currencies are subject to direct and indirect exchange rate fluctuations. Individual financial products are generally subject to higher risks.

Performance
A positive performance (performance) in the past is no guarantee for a positive performance in the future. arvy and its counterparties therefore cannot guarantee that the capital invested will maintain (or even increase) its value, and investors must be willing or able to accept any substantial losses or even total losses. When calculating performance, any fees and costs (e.g. commissions and costs charged on the subscription and redemption of fund units) levied on the purchase, holding or sale of the financial product are not taken into account.

Exclusion of liability
To the extent permitted by law, arvy and its contracting partners disclaim all liability (including negligence and liability towards third parties) for any loss arising directly, indirectly or consequentially from any kind of damage connected with the use of the website and its contents or with the risks of the financial markets. Access to and use of the Website is not guaranteed.

Sources of supply
The legal principles of a collective investment scheme, which are listed in the following section on financial products, are made available free of charge by arvy to investors domiciled in Switzerland upon request.

Ownership rights
All contents of this website are protected by copyright and are the property of arvy, unless expressly stated otherwise. No part of this website grants any license or right to use images, texts, trademarks or logos. Downloading or copying the website does not transfer any legal claims to the software or material contained therein.

Any complete or partial reproduction, transmission, use or further publication of the contents of this website requires the written consent of arvy as well as the express indication of the source.

Applicable law/Jurisdiction
Access to and use of the arvy website and this important legal information for financial products are subject to Swiss law. The exclusive place of jurisdiction is Zurich, Switzerland.

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