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Swiss Equity A

Overview

  • Current Value CHF 19.79
  • Previous Value CHF 19.71
  • Difference to day before +0.41 %
  • Launch Date 06/20/2008 - 14:00

The "Swiss Rock Swiss Equity" fund invests in around 50 Swiss small caps from the SPIEX index universe. In a first step, the stock selection is based on the proprietary Swiss Rock factor model for the Swiss equity market and then, in a fundamentally oriented additional analysis, also takes into account fundamental criteria that a quantitative model can only capture to a limited extent. The combination of the two approaches is particularly interesting in the area of small caps, as the pricing of medium-sized and smaller stocks is less efficient than that of large caps (see prospectus and fact sheet).

Swiss Rock EF (CH) - Swiss Rock Equity Switzerland A

Performance

  • YTD (Year-to-Date) +7.15 %
  • 1 Month +2.59 %
  • 3 Months +5.15 %
  • 6 Months +9.88 %

Last Update: 05/14/2024 - 02:00

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