iShares SMI® Equity Index Fund (CH) I A CHF
UMushroom community rating:
4.75
2 votes
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The iShares SMI® Equity Index Fund (CH) invests mainly in Switzerland’s 20 largest and most traded companies, focusing on the pharmaceutical, consumer goods, and financial sectors. It replicates the Swiss Market Index (SMI) by holding shares of major Swiss large-cap firms, with each stock’s weight determined by its free float-adjusted market value and capped to ensure no single company exceeds 18% of the portfolio. This approach ensures the fund reflects the performance of Switzerland’s top publicly traded companies across these key industries.
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Tags:
swiss equitiesswiss performance indexlarge capswiss market index
Ratings & reviews
4.75
2 votes
Performance:
4.75
Innovation:
3.25
Society:
4.00
Nature:
3.25
Massimo Paoletti
Switzerland, 26 Mar 2025
Solider Fonds
Marius Bürgi
Switzerland, 22 Mar 2024
Darf in keinem Portfolio fehlen
OTHER SHARE CLASSES OF THIS FUND
iShares SMI® Equity Index Fund (CH) D CHF
iShares SMI® Equity Index Fund (CH) D CHF
iShares SMI® Equity Index Fund (CH) D CHF
Valor: 34218179
Annual Return
-50%0%+50%
Risk level
110
0.10%CHF 1,842.41
iShares SMI® Equity Index Fund (CH) I CHF
iShares SMI® Equity Index Fund (CH) I CHF
iShares SMI® Equity Index Fund (CH) I CHF
Valor: 34218181
Annual Return
-50%0%+50%
Risk level
110
0.10%CHF 1,915.41
iShares SMI® Equity Index Fund (CH) X CHF
iShares SMI® Equity Index Fund (CH) X CHF
iShares SMI® Equity Index Fund (CH) X CHF
Valor: 34218182