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

Lakefield (CH) Swiss Mid & Small Cap Equity Z

Fund

ISIN CH0435113656 / Valor 43511365

NAV (2026-07-27)
CHF 117.38+0.30%

Lakefield (CH) Swiss Mid & Small Cap Equity Z
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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 A
Lakefield (CH) Swiss Mid & Small Cap Equity A Lakefield (CH) Swiss Mid & Small Cap Equity A Valor: 43511352
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Annual Return

-50%0%+50%

Risk level

110
0.29%CHF 166.25