3V Invest Swiss Small & Mid Cap B header image

3V Invest Swiss Small & Mid Cap B

Fund

ISIN LU1702504785 / Valor 38752430

NAV (2025-12-11)
CHF 115.40+0.36%

3V Invest Swiss Small & Mid Cap B
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3V Invest Swiss Small & Mid Cap is an actively managed fund focused on long-term growth by investing predominantly in Swiss-based small and mid-sized companies that are not part of the major Swiss large-cap index. The portfolio typically allocates at least two-thirds of its assets to these smaller enterprises, seeking to capitalize on their growth potential. Additionally, the fund may utilize derivatives to adjust the portfolio’s exposure to market fluctuations, and it reinvests all net income and realized capital gains to further enhance the fund’s growth over time.

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OTHER SHARE CLASSES OF THIS FUND

3V Invest Swiss Small & Mid Cap A
3V Invest Swiss Small & Mid Cap A 3V Invest Swiss Small & Mid Cap A Valor: 977433
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Annual Return

-50%0%+50%

Risk level

110
0.35%CHF 289.03
3V Invest Swiss Small & Mid Cap C
3V Invest Swiss Small & Mid Cap C 3V Invest Swiss Small & Mid Cap C Valor: 38752431
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%CHF 119.48