UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) F header image

UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) F

Fund

ISIN CH0215017697 / Valor 21501769

NAV (2024-12-19)
CHF 3,563.12-0.99%

UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) F
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General Objective

The fund is an actively managed equity portfolio investing in Swiss mid-cap companies, with a focus on companies' flexibility and ability to innovate, aiming to achieve long-term capital growth for investors.

Fund Exposure

The fund is diversified across various sectors, with the largest sector exposures being Industrials, Financials, Consumer Goods, Health Care, and Technology. This exposure allows investors access to companies with high flexibility and operating in growth markets.

Risks

UBS Small & Mid Cap Funds invest in equities and may be subject to high fluctuations in value. The active management style of the fund can lead to performance deviations from its reference index. Additionally, focusing on small-cap equities may entail additional risks, and all investments are subject to market fluctuations. The use of derivatives by the fund may also introduce additional risks, particularly counterparty risk.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0203275570-ubs-mid-caps-switzerland-equity-fund-chf-q-pd001.html

Tags:
swiss equities spi extra mid cap

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) QL
UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) QL UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) QL Valor: 56089952
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Annual Return

-50%0%+50%

Risk level

110
-0.99%CHF 99.31
UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) P
UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) P UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) P Valor: 111724
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.00%CHF 3,357.36
UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) Q
UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) Q UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) Q Valor: 20327557
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.98%CHF 164.20