UBS (CH) Equity Fund - Small Caps Switzerland (CHF) QL
Fund
ISIN CH0502155606 / Valor 50215560
NAV (2024-10-18)
CHF 123.74+0.73%
UBS (CH) Equity Fund - Small Caps Switzerland (CHF) QL
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
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.