UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) Q
Fund
ISIN CH0203275570 / Valor 20327557
NAV (2024-12-19)
CHF 164.20-0.98%
UBS (CH) Equity Fund - Mid Caps Switzerland (CHF) Q
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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.