Baumann Aktien Schweiz Small & Mid Caps Fonds I header image

Baumann Aktien Schweiz Small & Mid Caps Fonds I

Fund

ISIN CH0463282324 / Valor 46328232

NAV (2026-05-05)
CHF 138.88+0.86%

Baumann Aktien Schweiz Small & Mid Caps Fonds I
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Baumann Aktien Schweiz S&M Caps Fd primarily invests in the shares and equity interests of Swiss small and mid-cap companies that are either included in the Swiss Performance Index (SPI®) or are likely to join it in the near future. Additionally, the fund may allocate a limited portion of its portfolio to derivatives, structured products, and money market instruments to effectively implement its investment strategy and achieve significant long-term growth.

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OTHER SHARE CLASSES OF THIS FUND

Baumann Aktien Schweiz Small & Mid Caps Fonds P
Baumann Aktien Schweiz Small & Mid Caps Fonds P Baumann Aktien Schweiz Small & Mid Caps Fonds P Valor: 11176749
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Annual Return

-50%0%+50%

Risk level

110
0.86%CHF 92.64
Baumann Aktien Schweiz Small & Mid Caps Fonds R
Baumann Aktien Schweiz Small & Mid Caps Fonds R Baumann Aktien Schweiz Small & Mid Caps Fonds R Valor: 46328231
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.86%CHF 135.14