OBJETIVO El objetivo del fondo es generar crecimiento del capital a lo largo del tiempo, manteniendo al mismo tiempo una amplia diversificación a través de valores líquidos. CARACTERÍSTICAS

OBJECTIF L'objectif du fonds est de générer une croissance du capital dans le temps, tout en maintenant une large diversification au travers de titres liquides. CARACTÉRISTIQUES CLÉS ■ Évaluer les

LongRun Equity Fund – USD KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ●

LongRun Equity Fund – CHF KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ▪

Insights ISSUE 12 | AUTUMN 2023 Cover image: aerial view of winding mountain road through autumnal forest © Getty Images. Values: all data as of 31 August 2023. ISSUE 12 I AUTUMN 2023 I INSIGHTS3 04

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Focus on high quality Swiss Small & Mid Cap companies ■ Focused

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SHARP 2024 0.2% 1.2% 3.2% -2.2% 2.4% 2023 3.5% -2.3% 2.3% 0.6% -1.2% 1.8% 2.4% -1.7% -3.2% -2.1% 5.5% 4.3% 9.7% 2022 -2.9% -0.9% 0.4% -4.3% -0.7% -3.2%