Bellevue Funds (Lux) – Bellevue Entrepreneur Swiss Small & Mid I2 CHF
ISIN LU1725388356 / Valor 39331687
Bellevue Funds (Lux) – Bellevue Entrepreneur Swiss Small & Mid I2 CHF
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Bellevue (Lux) Entrpr Swiss Sm&Md invests in Swiss-listed small and mid-cap companies that are led by their founders or family owners, who hold at least 20% of voting rights. The fund selects businesses known for their focused strategies, quick decision-making, strong corporate cultures, innovative capabilities, high product quality, and loyal customer bases. It builds a diversified portfolio of 35 to 45 stocks across different sub-sectors and investment styles, including value, growth, and growth-at-a-reasonable-price (GARP), while also considering environmental, social, and governance (ESG) factors in its investment decisions.
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