Swiss Small & Mid Cap Equities
- Fund
- Equity
- Switzerland
Product details
NAV Price
Current
Performance
Since 1 Year
Data updated on 30 April 2025
Strategy
The investment fund’s investment objective is primarily to achieve long-term capital growth by investing in equity securities and rights of small and medium-sized Swiss companies included in the Swiss Performance Index Extra.
Management commentary
Last month, the fund underperformed its benchmark by about -80 bps. The underperformance is mostly due to the specific effect. An overweight in momentum contributed positively, while an underweight in residual volatility and overweights in Biotechnology and Health Care Services contributed negatively.
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