Start your investment journey with us
Solutions for the needs of today's investors.
Fully paid-in structure for immediate investment exposure
Exponential capital growth through reinvested earnings (compound interest effect)
Monthly subscriptions and defined quarterly liquidity
Bankable solution or direct access via digital platform
Stable growth
THE SWISE FUND
Private Equity
Targeting 2x capital appreciation over 5-7 years.*
The SWISE fund offers smart exposure to private equity investments through a single allocation. The fund is actively managed across the top asset managers, geographies, vintage years and investment types.
The targeted returns and capital appreciation mentioned in this document are based on internal calculations and estimates and do not guarantee future results. Past performance is not a reliable indicator of future returns. Investments in private equity involve substantial risks, including the potential loss of capital. Targeted returns may vary depending on market conditions and other unforeseen factors. There is no assurance that the targeted 2x capital appreciation will be achieved within the specified time frame of 5 to 7 years. Investors should consult their own financial, tax, and legal advisors before making any investment decisions.
*
our
DNA
What makes us different
Fully independent investment manager, partnering with the top asset developers
Invested in over 350
companies across North America and Europe
Active portfolio management for optimized performance
Globally diversified private equity portfolio of top-tier assets
Our Investment Universe
A Brief Selection
SWISE employs a sector-agnostic investment strategy, targeting resilient industries and focusing on profitable companies with typical annual revenues exceeding $50 million.
Maximize risk-return through
diversification
Modernize your portfolio of stocks and bonds with 20% in private equity to enhance overall performance and reduce risk.
60
STOCKS
BONDS
40
Traditional portfolio
50
STOCKS
30
BONDS
PRIVATE EQUITY
20
Modern portfolio with Private Equity
Private Equity at a glance
90%
The percentage of private companies representing the global investment universe.
(Source: S&P Global Market Intelligence)
$5.5tn
Global private equity assets under management (AUM) as of 2023.
(Source: PitchBook)
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