UBS (CH) Equity Fund - Small Caps Switzerland (CHF) Q header image

UBS (CH) Equity Fund - Small Caps Switzerland (CHF) Q

Fund

ISIN CH0203271777 / Valor 20327177

NAV (2024-10-22)
CHF 170.87-0.27%

UBS (CH) Equity Fund - Small Caps Switzerland (CHF) Q
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General Objective

The UBS Small Caps Switzerland Equity Fund aims to actively manage an equity portfolio investing in Swiss small-cap companies, with a focus on flexibility and innovation, and a market capitalization of less than CHF 4 billion.

Fund Exposure

The fund is diversified across various sectors, with the largest equity positions in Industrials, Health Care, Financials, Information Technology, and Real Estate. This exposure allows the fund to tap into the knowledge of proven specialists in Swiss small-cap companies.

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 substantial deviations from its reference index, and focusing on small-cap equities may entail additional risks. Additionally, the use of derivatives by the fund may result in additional risks, particularly counterparty risk.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0502155606-ubs-small-caps-switzerland-equity-fund-chf-ql-pd001.html

Tags:
innovation spi extra swiss small cap

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Equity Fund - Small Caps Switzerland (CHF) U-X
UBS (CH) Equity Fund - Small Caps Switzerland (CHF) U-X UBS (CH) Equity Fund - Small Caps Switzerland (CHF) U-X Valor: 43127615
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Annual Return

-50%0%+50%

Risk level

110
-0.27%CHF 13,121.16
UBS (CH) Equity Fund - Small Caps Switzerland (CHF) P
UBS (CH) Equity Fund - Small Caps Switzerland (CHF) P UBS (CH) Equity Fund - Small Caps Switzerland (CHF) P Valor: 431133
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.28%CHF 913.25
UBS (CH) Equity Fund - Small Caps Switzerland (CHF) QL
UBS (CH) Equity Fund - Small Caps Switzerland (CHF) QL UBS (CH) Equity Fund - Small Caps Switzerland (CHF) QL Valor: 50215560
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Annual Return

-50%0%+50%

Risk level

110
-0.28%CHF 122.55