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Monti Harvest Fund

4 classes

The Monti Harvest Fund aims to achieve long-term capital appreciation through risk diversification. The Fund will invest mainly in a diversified portfolio of listed equity securities, issued by Swiss, European and US entities.

Fund data

Class A CHFClass A EURClass B EURClass B CHF
Inception dateJanuary 28, 2016
Investment MinimumsCHF 1,000.00€ 1,000.00€ 10,000.00CHF 10,000.00
Subsequent investmentCHF 100.00€ 100.00€ 1,000.00CHF 1,000.00
ISINMT7000014346MT7000026100MT7000026118MT7000014353
KIID

Monthly performance

YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2016-0.1094%
20172.4184%
2018-9.1865%
20195.0058%
2020-3.4331%
20210.697%
2022-8.6947%
2023-1.5855%
20242.994%