Investing with
Perspective
Smart Strategy Growth Fund
The Smart Strategy Growth Fund aims to achieve sustainable and long-term capital growth. The core markets are Switzerland, Europe, and North America, strategically complemented by selected investments in attractive growth markets.
The fund invests actively and flexibly across all asset classes – from equities and bonds to funds and more complex financial instruments. The main focus is on equity investments, with solid, dividend-strong value stocks forming the foundation, complemented by promising growth companies.
Thanks to the dynamic investment strategy and consistent risk management, market opportunities can be systematically exploited while risks are contained. In addition, active currency management contributes to optimizing overall returns.
Fund Data
- Name
- Smart Strategy Growth Fund
- Currencies
- EUR / CHF
- EUR ISIN / Valor
- CH0297417526 / 25657497
- CHF ISIN / Valor
- CH0297417526 / 29741752
- Benchmark (synthetic)
- SMI 50% / S&P 30% / EuroStoxx 20%
- Distribution
- No
- Minimum Investment
- None
- Liquidity
- Daily / Cut off 14.00h CET
- Investor Eligibility
- Retail Investors
- Authorization
- Switzerland
- Launch Date
- 11.02.2015
- Subscription Fee
- None
- Redemption Fee
- 0.40% (in favor of the fund)
- Management Fee
- 1.45% p.a.
- Ongoing Charges (TER)
- 1.73% (31.12.2024)
- Fund Management
- LLB Swiss Investment Ltd
- Fund Manager
- Octa Wealth Ltd
- Custodian Bank
- Bank J. Safra Sarasin Ltd
40 years of experience.
16 years of fund management.
An investment specialist with vision.
Giorgio Mari
As fund manager of the Smart Strategy Growth Fund, I stand for an investment philosophy based on clarity, discipline, and long-term thinking. My goal is to sustainably grow the capital of my investors while controlling risks. I pursue an active and flexible approach that enables me to consistently seize opportunities in different market phases.
At the core of my conviction lies the balance between value and growth. Companies with solid fundamentals and convincing business models form the foundation, complemented by targeted investments in innovative growth sectors.
I believe that successful investing is not solely based on numbers and models, but also on a clear set of values and the courage to invest in securities that are not yet in the immediate focus of the broader investor community. Over the past years, I have further refined my stock picking skills through the use of Artificial Intelligence – a decisive factor for the above average performance.
Awards and Achievements
The consistent implementation of Giorgio Mari's investment philosophy has led to a proven track record over many years and has been recognized by various awards, including:
- Bilanz 2019: Featured among the most outstanding fund managers in Switzerland
- Forbes 2021/2022: Top rankings with a 15th place and a 1st place in the list of the best fund managers in Switzerland, Germany and Austria (over 4'750 funds analyzed)
- Morningstar 2025: 5-star rating
- Bilanz 2025: Portrait in the section "Moneymaker" with the title "5-Star Manager"