IFS Swiss Small & Mid Cap Equity Fund - X header image

IFS Swiss Small & Mid Cap Equity Fund - X

Fund

ISIN CH0515155189 / Valor 51515518

NAV (2025-11-20)
CHF 133.97+0.62%

IFS Swiss Small & Mid Cap Equity Fund - X
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The IFS Swiss Small & Mid Cap Equity Fund invests in a diverse selection of Swiss small and mid-sized companies across various industries. Actively managed by IFS Independent Financial Services AG, the fund aims to identify and include businesses with strong growth potential and solid fundamentals. By carefully selecting companies that show promise in the Swiss market, the fund seeks to build a balanced portfolio that can achieve higher returns compared to the SPI Extra benchmark over the long term.

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Tags:
active management spi extra swiss small midcaps

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OTHER SHARE CLASSES OF THIS FUND

IFS Swiss Small & Mid Cap Equity Fund - T
IFS Swiss Small & Mid Cap Equity Fund - T IFS Swiss Small & Mid Cap Equity Fund - T Valor: 46774515
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Annual Return

-50%0%+50%

Risk level

110
0.62%CHF 456.08
IFS Swiss Small & Mid Cap Equity Fund - I
IFS Swiss Small & Mid Cap Equity Fund - I IFS Swiss Small & Mid Cap Equity Fund - I Valor: 46774520
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Annual Return

-50%0%+50%

Risk level

110
0.62%CHF 488.59
IFS Swiss Small & Mid Cap Equity Fund - S
IFS Swiss Small & Mid Cap Equity Fund - S IFS Swiss Small & Mid Cap Equity Fund - S Valor: 13190185
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Annual Return

-50%0%+50%

Risk level

110
0.62%CHF 108.48