Page 12 - ASSET MANAGER 11 (EN)

12 • ZURICH AIRPORT REGION
INVESTING
IN THE ZURICH AIRPORT REGION?
The Zurich Airport Region is booming. No other busi- ness location in Switzerland is growing faster than the area around Zurich Airport. Wouldn't an addition be interesting for your own Swiss equity portfolio?
Author: Roger Fromm, Founder, INVESTORY AG
But how can you invest directly in companies from the region? The following four companies are active in different sectors worldwide, but all are headquartered in the Zurich Airport Region.
The Zurich Airport Region Quartet
One does not have a diversified portfolio with four equities, but these growth companies are interesting as an addition to an existing stock portfolio. The development of the Zurich Airport portfolio can be followed online at bit.ly/FRZ-Portfolio.
Avoid high costs
One of the key points when investing in stocks is the cost. There are huge differences between the cheapest and most expensive providers. If you buy these four shares for CHF 10,000 via e-banking at UBS with an online dis- count of 25%, then the bank costs add up to CHF 500 or 1.25% of CHF 40,000. On Cornertrader it is CHF 80 or 0.2%. Please also read our bank comparison from page 17.
Equities are risky
Equities are not suitable for every investor. Compared to other asset classes, they present greater risks in the short term, but the highest yields in the long term. 7.8 % per year on average since 1926 in Switzerland.
COMPARISON OF ASSET CLASSES SINCE 1970
Equities
Bonds
Money market
Real Estate
Gold
Inflation
Average per 5 years
49.9
27.2
17.3
29.0
33.1
12.8
per year
10.0
5.4
3.5
5.8
6.6
2.6
Data in percent return
DORMAKABA GROUP
(formerly Kaba Holding AG) Rümlang, founded in 1862
Dormakaba Holding AG is one of the top 3 companies in the worldwide market for access and security solutions and operates with 16,000 em- ployees in over 130 countries. Sales increased by 12.7% to CHF 2.841 billion in 2018, while profits increased by 6.3% to CHF 238.7 million.
ISIN CH0011795959
VIFOR PHARMA
Glattbrugg Opfikon, founded in 2008
Vifor Pharma focuses on med- icines that are mostly prescrip- tive and are given only after thorough consultation with a doctor or pharmacist. Its activ- ities focus on widespread iron deficiency. Vifor Pharma has world-leading products with its iron supplements and special- ty medicines. Sales increased by 22.7 % to CHF 1.58 billion in 2018, while EBIT increased by 69.3% to CHF 227.4 million.
ISIN CH0364749348
Source: Handelszeitung