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Zcapital Swiss Small & Mid Cap Za (0P0001040Y)

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4,308.660 +39.950    +0.94%
01/11 - Delayed Data. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.04B
Type:  Fund
Market:  Switzerland
Issuer:  LB(Swiss) Investment AG
ISIN:  CH0224756806 
Asset Class:  Equity
zCapital Swiss Small &Mid Cap ZA CHF 4,308.660 +39.950 +0.94%

0P0001040Y Overview

 
On this page you'll find an in-depth profile of Zcapital Swiss Small & Mid Cap Za. Learn about the key management, total assets, investment strategy and contact information of 0P0001040Y among other information.
Category

Switzerland Small/Mid-Cap Equity

Total Assets

1.04B

Expenses

1.01%

Inception Date

Nov 15, 2013

Investment Strategy

Investment Strategy/Objectives:The primary investment objective of the collective investment scheme is to achieve above average long-term growth in value by investing in an equity portfolio of Swiss small and mid cap companies. The fund invests over a long-term horizon using an active, structured selection process based on a bottom-up approach. Within the process companies with an attractive risk/return profile that are deemed to be undervalued are identified. The subfund’s investments are not selected according to sector criteria; they may focus on a small number of economic sectors. Furthermore, the companies are systematically checked for environmental, social and governance aspects (ESG) as part of the fundamental analysis. Corresponding risks are to be identified at an early stage and reduced in the portfolio.

Contact Information

Address Baarerstrasse 82
Zug, 6300
Switzerland
Phone +41 41 729 80 80
Fax +41 41 729 80 88

Top Executives

Name Title Since Until
Hilmar Langensand - 2013 Now
Pascal Seidner - 2013 Now
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