LO Funds - Swiss Small & Mid Caps (CHF) NA header image

LO Funds - Swiss Small & Mid Caps (CHF) NA

Fund

ISIN LU2051383235 / Valor 49892193

NAV (2025-12-16)
CHF 13.16-0.58%

LO Funds - Swiss Small & Mid Caps (CHF) NA
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LO Funds Swiss Small & Mid Caps is an actively managed fund that invests primarily in around 35 small and mid-sized Swiss companies. The fund selects these equities through detailed fundamental research, focusing on businesses with strong competitive advantages, effective management, and promising growth potential. It maintains a balanced mix of cyclical, growth, and value stocks, and can include larger Swiss companies when the economic environment slows. This strategy aims to capture growth opportunities within Switzerland’s dynamic small and mid cap sectors.

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Tags:
capital growth spi extra swiss small and mid cap

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OTHER SHARE CLASSES OF THIS FUND

LO Funds - Swiss Small & Mid Caps (CHF) ND
LO Funds - Swiss Small & Mid Caps (CHF) ND LO Funds - Swiss Small & Mid Caps (CHF) ND Valor: 49894475
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%CHF 12.95
LO Funds - Swiss Small & Mid Caps (CHF) MD
LO Funds - Swiss Small & Mid Caps (CHF) MD LO Funds - Swiss Small & Mid Caps (CHF) MD Valor: 49892176
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%CHF 12.90
LO Funds - Swiss Small & Mid Caps (CHF) MA
LO Funds - Swiss Small & Mid Caps (CHF) MA LO Funds - Swiss Small & Mid Caps (CHF) MA Valor: 49893446
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Annual Return

-50%0%+50%

Risk level

110
-0.58%CHF 13.01
LO Funds - Swiss Small & Mid Caps (CHF) PA
LO Funds - Swiss Small & Mid Caps (CHF) PA LO Funds - Swiss Small & Mid Caps (CHF) PA Valor: 37437294
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%CHF 12.49