Alpina Swiss Opportunity Fund SRC CHF header image

Alpina Swiss Opportunity Fund SRC CHF

Fund

ISIN CH0021778029 / Valor 2177802

NAV (2025-11-14)
CHF 305.67-0.99%

Alpina Swiss Opportunity Fund SRC CHF
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The Alpina Swiss Opportunity Fund is actively managed and primarily focuses on investing in small to medium-sized Swiss companies that demonstrate strong management, solid balance sheets, and robust market positions. The fund aims for long-term capital growth by selecting companies with the potential to outperform larger blue-chip stocks during favorable economic conditions. In times of expected market downturns, it shifts its investments to more defensive stocks to safeguard the portfolio. This flexible approach allows the fund to adapt its holdings based on company performance, valuations, and overall economic trends.

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OTHER SHARE CLASSES OF THIS FUND

Alpina Swiss Opportunity Fund ARC CHF
Alpina Swiss Opportunity Fund ARC CHF Alpina Swiss Opportunity Fund ARC CHF Valor: 11487171
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Annual Return

-50%0%+50%

Risk level

110
-0.99%CHF 558.34
Alpina Swiss Opportunity Fund AIC CHF
Alpina Swiss Opportunity Fund AIC CHF Alpina Swiss Opportunity Fund AIC CHF Valor: 11487171
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.99%CHF 571.08