UBAM - Swiss Small And Mid Cap Equity AC CHF header image

UBAM - Swiss Small And Mid Cap Equity AC CHF

Fund

ISIN LU1088703548 / Valor 24867877

NAV (2026-06-25)
CHF 190.38+0.25%

UBAM - Swiss Small And Mid Cap Equity AC CHF
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UBAM Swiss Small and Mid Cap Equity actively invests in Swiss companies with market capitalizations between CHF 100 million and CHF 10 billion. The fund emphasizes selecting businesses that meet strong Environmental, Social, and Governance (ESG) criteria, aiming to maintain a lower carbon footprint than its benchmark. By integrating ESG factors from MSCI ESG Research and the manager’s own analysis, the portfolio is carefully constructed and monitored to ensure sustainable practices and manage related risks. This approach ensures that all investments support both capital growth and income generation while adhering to high sustainability standards.

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Tags:
esg swiss equities swiss performance index extra

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OTHER SHARE CLASSES OF THIS FUND

UBAM - Swiss Small And Mid Cap Equity ID CHF
UBAM - Swiss Small And Mid Cap Equity ID CHF UBAM - Swiss Small And Mid Cap Equity ID CHF Valor: 24875982
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 147.09
UBAM - Swiss Small And Mid Cap Equity AHC EUR
UBAM - Swiss Small And Mid Cap Equity AHC EUR UBAM - Swiss Small And Mid Cap Equity AHC EUR Valor: 24868030
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Annual Return

-50%0%+50%

Risk level

110
0.27%EUR 201.33
UBAM - Swiss Small And Mid Cap Equity UD CHF
UBAM - Swiss Small And Mid Cap Equity UD CHF UBAM - Swiss Small And Mid Cap Equity UD CHF Valor: 24880799
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 194.59
UBAM - Swiss Small And Mid Cap Equity IC CHF
UBAM - Swiss Small And Mid Cap Equity IC CHF UBAM - Swiss Small And Mid Cap Equity IC CHF Valor: 24875970
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 201.40
UBAM - Swiss Small And Mid Cap Equity AD CHF
UBAM - Swiss Small And Mid Cap Equity AD CHF UBAM - Swiss Small And Mid Cap Equity AD CHF Valor: 24867881
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 168.07
UBAM - Swiss Small And Mid Cap Equity IHC USD
UBAM - Swiss Small And Mid Cap Equity IHC USD UBAM - Swiss Small And Mid Cap Equity IHC USD Valor: 24875992
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Annual Return

-50%0%+50%

Risk level

110
0.29%USD 249.62
UBAM - Swiss Small And Mid Cap Equity AHC USD
UBAM - Swiss Small And Mid Cap Equity AHC USD UBAM - Swiss Small And Mid Cap Equity AHC USD Valor: 24868036
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Annual Return

-50%0%+50%

Risk level

110
0.29%USD 247.39
UBAM - Swiss Small And Mid Cap Equity IPC CHF
UBAM - Swiss Small And Mid Cap Equity IPC CHF UBAM - Swiss Small And Mid Cap Equity IPC CHF Valor: 24880695
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 202.07
UBAM - Swiss Small And Mid Cap Equity UC CHF
UBAM - Swiss Small And Mid Cap Equity UC CHF UBAM - Swiss Small And Mid Cap Equity UC CHF Valor: 24880796
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Annual Return

-50%0%+50%

Risk level

110
0.25%CHF 150.72
UBAM - Swiss Small And Mid Cap Equity APC CHF
UBAM - Swiss Small And Mid Cap Equity APC CHF UBAM - Swiss Small And Mid Cap Equity APC CHF Valor: 24875763
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Annual Return

-50%0%+50%

Risk level

110
0.54%CHF 91.95