Lakefield (CH) Swiss Mid & Small Cap Equity A header image

Lakefield (CH) Swiss Mid & Small Cap Equity A

Fund

ISIN CH0435113524 / Valor 43511352

NAV (2026-08-21)
CHF 165.01+0.49%

Lakefield (CH) Swiss Mid & Small Cap Equity A
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Lakefield (CH) Swiss Mid&Small Cap Eq seeks long-term capital growth by investing in Swiss mid-sized and smaller listed companies. The fund is focused on the Swiss equity market and gives investors exposure to businesses that sit below the largest blue-chip names, which can offer a different return profile from large-cap Swiss stocks. It is an active Swiss small- and mid-cap equity fund that aims to build a diversified portfolio across companies and industries in Switzerland. This makes it suitable for investors wanting targeted access to the domestic Swiss equity segment.

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OTHER SHARE CLASSES OF THIS FUND

Lakefield (CH) Swiss Mid & Small Cap Equity Z
Lakefield (CH) Swiss Mid & Small Cap Equity Z Lakefield (CH) Swiss Mid & Small Cap Equity Z Valor: 43511365
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Annual Return

-50%0%+50%

Risk level

110
0.49%CHF 116.59