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The investment objective of the fund is to provide current income together with the long-term preservation of capital.The fund assets are invested in shares and other equity securities and participation rights issued by small and medium-sized companies which have their registered office or their predominant business activities in Switzerland. These companies are described as «small caps» (small-sized companies) and «mid caps» (medium-sized companies) and must be represented in the SPI EXTRA® index. The SPI EXTRA® is constituted from the Swiss Stock Exchange (SIX Swiss Exchange). It tracks the performance of companies of the small- and mid-cap segment. Investments are primarily made in Swiss francs.
Name | Title | Since | Until |
---|---|---|---|
Nils Wimmersberger | - | 2024 | Now |
Benno Arnold | - | 2015 | Now |
Biography | Benno Arnold, Director, is Senior Portfolio Manager for Swiss small- and mid-cap companies. Benno holds a Master in Economics from University of St. Gallen. He received the certification as an EFFAS Financial Analyst and is a CFA charter holder. Before joining Credit Suisse, he worked for seven years for UBS and its daughter-company as buy-side Analyst and Portfolio Manager where he was responsible for two strategy funds. For four years Benno worked as sell-side Analyst at Bank Vontobel focusing on Swiss small- and mid-cap companies. | ||
Peter Stenz | - | 2019 | 2024 |
Jörg Lorenz | - | 2015 | 2019 |
Biography | 16 years of experience | ||
Peter Gachnang | - | 2002 | 2015 |
Jörg Lorenz | - | 1998 | 2002 |
Biography | 16 years of experience |
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