New Capital Swiss Small and Mid-Cap Future Leaders M header image

New Capital Swiss Small and Mid-Cap Future Leaders M

Fund

ISIN CH0031405258 / Valor 3140525

NAV (2025-02-13)
CHF 157.80+1.07%

New Capital Swiss Small and Mid-Cap Future Leaders M
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General Objective

The fund aims to maximize performance over the long term within the Swiss equity market while strictly controlling the level of risk.

Fund Exposure

The fund primarily invests in equities of companies domiciled in Switzerland or those conducting the majority of their activities in Switzerland. The sector breakdown includes investments in Pharmaceuticals, Cosmetics & Medical Products, Insurance Companies, Banks & Credit Institutions, Chemicals, and other sectors.

Risks

Investment in this fund may be subject to risks such as currency exchange and market risks, fluctuations in value, liquidity risk, and potential loss of principal invested. Past performance is not indicative of future results. Investors should seek professional advice before investing.

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Source

https://www.newcapital.com/products/funds-and-performance/New-Capital-Multihelvetia-Fund.html

Tags:
capital growth swiss equities swiss performance index

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OTHER SHARE CLASSES OF THIS FUND

New Capital Swiss Small and Mid-Cap Future Leaders A
New Capital Swiss Small and Mid-Cap Future Leaders A New Capital Swiss Small and Mid-Cap Future Leaders A Valor: 277516
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Annual Return

-50%0%+50%

Risk level

110
1.07%CHF 735.59