UBAM - Swiss Equity SHC EUR header image

UBAM - Swiss Equity SHC EUR

Fund

ISIN LU2256752952 / Valor 58699709

NAV (2025-12-04)
EUR 104.37+0.39%

UBAM - Swiss Equity SHC EUR
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UBAM Swiss Equity is a Luxembourg-based actively managed fund that focuses on investing in a carefully selected portfolio of around 56 high-quality Swiss companies listed on the Swiss stock exchange. The fund aims for long-term growth by choosing firms with strong growth potential and superior performance prospects. Managed by an experienced team, it emphasizes top investment ideas and incorporates environmental, social, and governance (ESG) factors into its decision-making process, providing investors with targeted exposure to Switzerland’s leading businesses.

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Tags:
esg swiss equities swiss performance index

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OTHER SHARE CLASSES OF THIS FUND

UBAM - Swiss Equity AD CHF
UBAM - Swiss Equity AD CHF UBAM - Swiss Equity AD CHF Valor: 4259732
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 446.96
UBAM - Swiss Equity IHC USD
UBAM - Swiss Equity IHC USD UBAM - Swiss Equity IHC USD Valor: 12058970
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Annual Return

-50%0%+50%

Risk level

110
0.42%USD 244.14
UBAM - Swiss Equity UHC SEK
UBAM - Swiss Equity UHC SEK UBAM - Swiss Equity UHC SEK
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Annual Return

-50%0%+50%

Risk level

110
0.40%SEK 1,152.59
UBAM - Swiss Equity AC CHF
UBAM - Swiss Equity AC CHF UBAM - Swiss Equity AC CHF Valor: 263686
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 468.00
UBAM - Swiss Equity IHC CHF
UBAM - Swiss Equity IHC CHF UBAM - Swiss Equity IHC CHF Valor: 29126049
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 172.40
UBAM - Swiss Equity RC CHF
UBAM - Swiss Equity RC CHF UBAM - Swiss Equity RC CHF Valor: 1266123
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 397.25
UBAM - Swiss Equity UHC USD
UBAM - Swiss Equity UHC USD UBAM - Swiss Equity UHC USD Valor: 29125813
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Annual Return

-50%0%+50%

Risk level

110
0.42%USD 229.98
UBAM - Swiss Equity IC CHF
UBAM - Swiss Equity IC CHF UBAM - Swiss Equity IC CHF Valor: 1266131
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 509.61
UBAM - Swiss Equity IC EUR
UBAM - Swiss Equity IC EUR UBAM - Swiss Equity IC EUR Valor: 29126097
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Annual Return

-50%0%+50%

Risk level

110
0.25%EUR 138.45
UBAM - Swiss Equity AHD CHF
UBAM - Swiss Equity AHD CHF UBAM - Swiss Equity AHD CHF Valor: 29125746
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Annual Return

-50%0%+50%

Risk level

110
0.38%CHF 159.85