Awards 2026

Format Vermögen & Anlagen AG Funds — Awards 2026

In order to support investors in their search for successful investments, various organizations award the best funds every year. These awards are based on long-term performance, risk analysis and comparison within the respective investment categories.

The Format Swiss equities Dividend stocks was honored for its convincing results in recent years by three renowned institutions:

• LSEG Lipper (fund rating agency)
  → Best Swiss equity fund (period 2023—2025)
  LSEG Lipper is one of the established international fund rating agencies and annually awards the best funds over three, five and ten years. The fund was able to win this award in the previous year for the period 2022—2024, thus confirming its consistent outperformance.
• Morningstar (fund rating agency)
  → Five-star rating (top score)
  Morningstar evaluates funds based on their risk-adjusted performance since launch. Only the top 10% of all funds within a category receive the top rating of five stars. The Swiss dividend stock format has had this top rating for several years.
• BILANZ (business magazine)
  → 1st place in the risk category “moderately dynamic” over 1, 2, 3 and 5 years
  The business magazine BILANZ has been honoring Switzerland's most successful asset managers for over ten years. The assessment is carried out over various periods of time and risk categories and underlines the fund's sustainable performance.

In addition to the Swiss share dividend format, other funds from Format Vermögen & Anlagen AG were also honored:

• Format Swiss equities medium-sized and smaller companies
  → 3rd place (BILANZ) over 1 year
• Format Balanced Plus
  → 1st place (BILANZ) over 5 years

Additionally achieved format in the overall standings “Asset Manager of the Year” finished 2nd over five years, which underlines the company's broad and sustainable performance.

The funds are also clearly outperforming their benchmarks at the level of long-term performance:

• Format Swiss equities dividend stocks: +12.8% p.a. (Benchmark: 9.4%)
• Format Swiss equities for medium-sized and small companies: +11.0% p.a. (Benchmark: 9.5%)
• Balanced Plus format: +4.0% p.a. (Benchmark: 2.7%)

These results illustrate the consistent investment approach and the ability to create added value for investors across various market phases.

More details about this year's awards can be found in the supplement.