The fund aims to replicate the price and yield performance of the MSCI Switzerland 20/35 index by investing in large and mid-cap stocks contained within the index. The fund is passively managed, with component weightings corresponding to their weightings in the index.
Fund Exposure
The fund is primarily exposed to equities in the Swiss market, with a sector breakdown that includes significant allocations to Health Care, Financials, and Consumer Staples. The fund offers clients access to this market segment with a single transaction, providing broad diversification across countries and sectors.
Risks
Investors should be aware that all investments are subject to market fluctuations, and the fund's assets are passively managed. This means that the net asset value of the fund is directly tied to the performance of the underlying index, and losses that could be avoided through active management will not be offset. Additionally, this fund may not be suitable for investors planning to withdraw their money before the recommended holding period.