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Swiss Equity B

Overview

  • Current Value CHF 18.35
  • Previous Value CHF 18.25
  • Difference to day before +0.55 %
  • Launch Date 14 Feb 2014 - 13:00

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 Aktien Schweiz B
ISIN: CH0235575856 Bloomberg: SWRKSWB SW

Performance

  • YTD (Year-to-Date) +1.61 %
  • 1 Month +1.77 %
  • 3 Months -0.97 %
  • 6 Months +7.37 %

Last Update: 2 Jun 2026 - 02:00

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