Objective
Target of the fund is to provide long-term growth of capital by investing in Swiss mid and small cap stocks.
Track Record
Strategy
EG Swiss Equities mainly invests in companies which are represented in the Swiss Mid Cap Index, SMIM. Our preference is to invest in companies that 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 companies with founder engagement
.
Information
- Only for qualified investors
- ISIN CH0047783029
- Subscriptions and redemptions: daily
- No minimum investment
- No redemption fees
- Accumulating
- Audit: Ernst & Young AG, Basel
Documents