Funds
RFP Small & Mid Caps Switzerland
It is the investment aim, to achieve long-term capital gains and adequate returns through investments in an equity portfolio of Swiss small- and mid-cap companies. The fund is particularly designed for investors who wish to invest in a limited number of carefully selected Swiss Small & Mid Caps in addition to a Swiss Blue Chip portfolio. The fund manager follows an active investment style. For all investment decisions, the manager applies fundamental company analysis (bottom-up, stock-picking approach) combined with international sector considerations. The fund typically holds 25-35 positions.
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