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

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

Fund

ISIN CH1121811694 / Valor 11218116

NAV (2026-03-26)
CHF 92.86+0.01%

Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps MK
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
switzerland spi extra small and mid cap

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps A
Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps A Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps A Valor: 11218116
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%CHF 91.17
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
0.01%CHF 92.22