cayale Posted September 22, 2015 Share Posted September 22, 2015 Folks, an uncle of mine lives in Switzerland, is a retail investor, and wants to find a mutual fund that adheres to value principles (good businesses, strong balance sheets, reasonable prices, etc.), with the intent of buying about 5000 francs a month and cost averaging in over a period of years. Is there a low fee way to access this? I'll research the funds for him but don't know if there are discount brokers, if there are good funds available to retail investors or if we can find something that invests with a focus on his functional currencies as opposed to USD. If Switzerland is not an option, access through Denmark would work, too. Thanks for any recommendations! Link to comment Share on other sites More sharing options...
John Hjorth Posted September 22, 2015 Share Posted September 22, 2015 cayale, Which are the functional currencies of your uncle? Link to comment Share on other sites More sharing options...
cayale Posted September 22, 2015 Author Share Posted September 22, 2015 Swiss Franc, Danish Krone and/or Euro Link to comment Share on other sites More sharing options...
Guest MarkS Posted September 22, 2015 Share Posted September 22, 2015 I don't have any expirience with the Swiss exchange. So I can't make any recomendations. But this might be a good place to start your search. http://www.six-swiss-exchange.com/index_en.html Link to comment Share on other sites More sharing options...
John Hjorth Posted September 22, 2015 Share Posted September 22, 2015 cayale, For starters, you could take a look here: https://www.nordnet.dk/mux/web/etf/oversikt.html . It's possible to use the dropdowns as filters. Under "categories", [in Danish : "Kategorier"] it seems a few possibilities states "value", and futhermore you can work with your geografical scope also. Link to comment Share on other sites More sharing options...
kab60 Posted September 22, 2015 Share Posted September 22, 2015 Not sure if it's open or possible to dollar cost average but I'd look at Argos (Argos Argonaut) - they're from Switzerland and seem to have a very good track record. Link to comment Share on other sites More sharing options...
peter buffet Posted September 22, 2015 Share Posted September 22, 2015 Rv capital mybe Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now