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

The fund aims to achieve long-term capital growth by investing primarily in equity securities issued by small and mid-cap companies incorporated or conducting a significant part of their business activities in Switzerland.

The fund is actively managed in reference to the SPI Extra TR® Index and typically holds around 35 positions, balanced between cyclical, growth, and value stocks. It focuses on identifying leading firms with competitive advantages, proven management, core competencies, and above-average growth prospects.

Some of the risks associated with this fund include liquidity risk, operational risk, risks related to asset safekeeping, and concentration risk. These risks may not always be adequately captured by the synthetic risk indicator and could potentially lead to additional losses.

https://www.loim.com/