Vontobel Fund - Swiss Mid and Small Cap Equity B CHF

The equity fund aims to generate long-term capital growth while respecting risk diversification. It invests in a concentrated portfolio mainly including stocks of smaller, innovative Swiss companies that offer interesting profitability growth potential and attractive upside potential versus estimated enterprise values at the time of investment.

The fund is exposed to Swiss mid and small-cap equities, with major positions in companies such as Lindt & Spruengli, Sonova, and Kuehne+Nagel Intl. It has a sector breakdown that includes industrials, healthcare, financials, consumer discretionary, and materials. The fund also has a limited currency exposure to the Swiss Franc.

Risks associated with this fund include limited participation in the potential of single securities, currency fluctuations due to investments in foreign currencies, and the success of single security analysis and active management not being guaranteed. Additionally, investments in mid and small-cap companies may be less liquid than investments in large-cap companies, and the fund's use of derivative financial instruments entails risks relating to liquidity, leverage, and credit fluctuations.

https://am.vontobel.com/de/view/LU0278085229/vontobel-fund-swiss-mid-and-small-cap-equity