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For people wishing to save over the long term, this new Swissquote service is above all an effective research tool for over 3,700 funds. The comprehensive, high-quality information is updated on a daily basis.

3 good reasons for using it.
1. Comprehensive and detailed information.
2. Highly sophisticated research criteria.
3. Neutral and objective performance comparisons for funds within each category.

1. Overview 3. Rating and Risk
2. Returns 4. Portfolio




1. Overview
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Under 'Overview', 'Fund company' concerns providers of funds authorised for sale in Switzerland; 'Morningstar Category' represents the fund type or composition; 'Currency' groups together a large number of possible currencies; 'Domicile' enables you to select the fund's country of origin; and the 'Management fee' is indicated as a percentage.

2. Returns
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The second group of criteria, 'Returns', relates to statistical fund analysis based on historical data. You can select a fund with a percentage return that more or less matches a given value, or one was above or below the average for its category. This handy feature allows you to compare funds within the same category.

3. Rating and Risk
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The 'Morningstar Rating' is a very useful criterion. Funds are given a number of stars, 5 stars being the highest rating. These ratings are awarded by Morningstar experts and take into account many criteria generally used in the world of investment funds (performance, quality of the fund manager etc.). 'Standard deviation' is a measure of risk based on the fund's past performance. You can select 'Category average or greater' or 'Less than category average'. The 'Sharpe ratio' is the relationship between a fund's performance (adjusted by the risk-free rate of return) and its risk. This is one of the best yardsticks for comparing funds: the higher the Sharpe ratio, the better the fund.

4. Portfolio
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'Primarily invested in' enables you to select large, medium or small caps, i.e. the size of the companies in which the fund invests in terms of market capitalisation. This information can be very interesting if the fund invests mainly in equities. Under 'Largest sector' and 'Largest region', you can select the industries and geographical areas you are interested in.