Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps T
Fund
ISIN CH1121811686 / Valor 11218116
NAV (2026-07-24)
CHF 94.97-0.06%
Valex (CH) Fonds - Aktien Schweiz Small & Mid Caps T
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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.