Objective
Target of the fund is to provide long-term growth of capital by investing into Swiss Mid and Small Cap stocks.
Track Record
Strategy
EG Swiss Equities mainly invests into entreprises which are represented in the Swiss Mid Cap Index, SMIM. Our preference is to invest into companies which are still controlled by the founders and have a long term view. We have a critical view on the financial sector and avoid investments in this sector with few exceptions.
Fund features
- Mid and Small Cap fund
- Swiss Quality Stocks
- Growing enterprises with founder engagement
- Experienced portfolio manager
.
Information
- Only for qualified investor
- ISIN (CHF) CH0047783029
- Tax transparent for Germany
- Bi-monthly liquidity
- No minimum investment
- No redemption fees
- Accumulation
- Audit: Ernst & Young AG, Basel
Documents