Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps A header image

Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps A

Fund

ISIN CH1121811678 / Valor 11218116

NAV (2026-02-26)
CHF 97.74-0.26%

Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps A
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Valex (CH) Fonds-Aktien Schweiz S&M Caps primarily invests in shares and equity securities of small and medium-sized Swiss companies, aiming to achieve long-term capital growth and provide steady income. In addition to these core holdings, the fund can allocate up to 40% of its assets to other approved investments and may use derivatives to support its investment goals. This focused approach makes the fund well-suited for investors with a long-term investment horizon of more than five years.

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Tags:
switzerland spi extra small and mid cap

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OTHER SHARE CLASSES OF THIS FUND

Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps MK
Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps MK Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps MK Valor: 11218116
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Annual Return

-50%0%+50%

Risk level

110
-0.25%CHF 99.52
Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps T
Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps T Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps T Valor: 11218116
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.25%CHF 98.86