2025 Fund Awards

To support investors in identifying successful wealth and asset management strategies, several independent organizations annually honor top-performing investment solutions. Format Swiss Equity Dividend Yield has received prestigious awards for its performance in the years 2022 to 2024 from the following institutions:
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• LSEG Lipper Fund Rating Agency: Best Swiss Equity Fund
• Morningstar Fund Rating Agency: Five-Star Rating (Top Rating)
• Business Magazine BILANZ: 1st place in the “Moderately Dynamic” risk category
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In addition to Format Swiss Equity Dividend Yield, the funds Format Balanced Plus and Format Balanced International were also recognized.
Further details regarding this year’s accolades can be found in the attached report.

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