active investing
in equity

Our Funds

Orchestra Global Equity Fund


Description

The Orchestra Global Equity Fund has a broad, international investment universe that enables an extensive coverage of globalized industries, transnational supply chains as well as secular mega trends by the investment team. While the core investment regions are comprised by North America and Western Europe, the fund has the flexibility to add positions in further markets, mainly in Japan, China, Korea, Taiwan, Brazil, Mexico and Russia. The fund invests in single stocks, with each company within the portfolio thoroughly studied following a fundamental approach.


  • Fund Structure:
    UCITs IV
  • Investment Manager:
    Copernicus Wealth Management SA
  • Strategy:
    Global Equity Long
  • Net assets [USDm]:
    33.16
  • Base Currency:
    USD
  • NAV:

    USD 114.36

  • Fund Structure

    UCITs IV
  • Investment Manager

    Copernicus Wealth Management SA
  • Strategy

    Global Equity Long
  • Net assets [USDm]

    33.16
  • Base Currency

    USD
  • NAV

    USD 114.36

Update: 30 September 2023

Orchestra European L/S Equity Fund


Description

The Orchestra European L/S Equity Fund leverages the management team’s breadth of knowledge of the European equity universe (with a focus on Western Europe) in order to offer investors exposure to a diversified palette of opportunities. Without following a market neutral approach, the fund has the flexibility to confront proprietary views on countries, sectors, sub-sectors and individual companies, taking long or short positions on single stocks to maximize the potential of each investment idea. Each company within the portfolio is thoroughly studied following a fundamental approach.


  • Fund Structure

    UCITs IV
  • Investment Manager

    Copernicus Wealth Management SA
  • Strategy

    European Long/Short
  • Net assets [EURm]

    12.53
  • Base Currency

    EUR
  • NAV

    EUR 94.56
  • Fund Structure:
    UCITs IV
  • Investment Manager:
    Copernicus Wealth Management SA
  • Strategy:
    European Long/Short
  • Net assets [EURm]:
    12.53
  • Base Currency:
    EUR
  • NAV:

    EUR 94.56

Update: 30 September 2023

Orchestra Swiss Equity Fund


Description

The Orchestra Swiss Equity Fund benefits from the extensive coverage track record and investing experience of the fund management team in the Swiss equity space. Deep knowledge of the Swiss corporate landscape enables the team to implement its proprietary views on single stocks and allows investors to be exposed to high-quality, established Swiss companies that are not usually on the radar of the main indices. Fund management team is thus able to offer a balanced and flexible sector exposure. Each company within the portfolio is thoroughly studied following a fundamental, bottom-up approach.


  • Fund Structure:
    UCITs IV
  • Investment Manager:
    Copernicus Wealth Management SA
  • Strategy:
    Swiss Equity Long
  • Net assets [CHFm]:
    43.81
  • Base Currency:
    CHF
  • NAV:
    CHF 79.11
  • Fund Structure

    UCITs IV
  • Investment Manager

    Copernicus Wealth Management SA
  • Strategy

    Swiss Equity Long
  • Net assets [CHFm]

    43.81
  • Base Currency

    CHF
  • NAV

    CHF 79.11

Update: 30 September 2023

Orchestra Global Healthcare Equity Certificate


Description

The Orchestra Global Healthcare Equity Certificate is actively managed, investing in companies involved in the healthcare and personal care sectors. The analysis of their technological edge is supported by a thorough understanding of their business models and of the competitive environments in which they operate. In effect, elements of bottom-up and top-down approaches are combined in our investment strategy, in order to identify broad themes and long-term drivers of value creation, in the pharma, biotech and diagnostics spaces, while using fundamental analysis to select the best stocks that can benefit from them. The certificate has a global geographic exposure, with emphasis on North America and Western Europe.


  • Fund Structure

    Actively Managed Certificate
  • Investment Manager

    Copernicus Wealth Management SA
  • Strategy

    Global Healthcare Equity Long
  • Net assets [EURm]

    11.31
  • Base Currency

    EUR
  • NAV

    EUR 973.09
  • Fund Structure:
    Actively Managed Certificate
  • Investment Manager:
    Copernicus Wealth Management SA
  • Strategy:
    Global Healthcare Equity Long
  • Net assets [EURm]:
    11.31
  • Base Currency:
    EUR
  • NAV:
    EUR 973.09

Update: 30 September 2023


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Who we are

The Orchestra funds offer a local, high-quality alternative for active, fundamental-driven investing with a best-in-class operational platform and tier 1 counterparties. We strive to build successful, long-term relationships with our partners and investors, encouraging continuous contact with the fund management team, offering direct access to investment insights, discussions on single holdings as well as exchange of general macro outlook views. The funds cater to the investment demands of asset managers, institutional investors as well as private banking clients.

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Orchestra Funds

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The Orchestra Funds are managed by
Copernicus Wealth Management SA
with offices in:

Via al Forte 1
6900, Lugano
Switzerland

The Orchestra Funds are managed by Copernicus Wealth Management SA © 2020 - ALL RIGHTS RESERVED