Barron Equity

The fund’s investment objective is to achieve long-term capital growth through active investment in equities and flexible management of the equity allocation. The fund follows an active investment approach and invests directly and indirectly on a global scale, primarily in equities of large and mid-cap companies. The main investment regions are Switzerland, Europe, and North America. For direct equity investments, the fund focuses on first-class, highly capitalized business models that demonstrate above-average and reliable growth, high profitability, and stability, and are managed by entrepreneurial management teams. The investment strategy may also be implemented in whole or in part indirectly through investments in derivatives, structured products, and investment funds, primarily using index-based instruments such as ETFs or futures. A key management criterion is the flexible control of the fund’s equity exposure. In times of negative market outlooks or challenging equity environments (unfavorable market phases or cycles), the equity allocation may temporarily be reduced to below 51% of the fund’s assets.