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3V Invest Swiss Small & Mid Cap

Ranked 38 out of 46 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Martin Lehmann

Hailing from Winterthur, Switzerland, Martin Lehmann currently manages small and mid-cap equity funds at 3V Asset Management where he joined in 2008. Prior to this he worked in sales at UBS AG for a year. Martin studied finance at the University of Applied Sciences and Arts NorthWestern Switzerland (FHNW). Away from fund management he enjoys football, music and tennis.

Plinio Zanetti

Plinio Zanetti has over 30 years of fund management experience. After a period at Swiss Re, he spent 18 years at Bank Leu before leaving to join Julius Baer for two years where he managed one of their largest European equity funds. He then joined Bank Hopffmann in 2005, before Credit Suisse consolidated all their private banks into one Clariden Leu entity at the beginning of 2007. He currently manages the Credit Suisse Equity Swiss Small Cap Equity Fund. He meets regularly with his companies and utilises a network of contacts built up over 30 years.

Objective

The investment objective of the fund is to provide a long-term attractive and fair market value growth in Swiss francs. The fund invests at least two-thirds in equity securities of smaller and medium-sized companies domiciled in Switzerland. The fund's shares are not allowed to be represented by the Swiss Performance Large Companies Index (SPI Large Companies Index). Small and medium-sized companies are the companies with a market capitalization between 50 million CHF and 1.5 billion CHF.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 32.1% 13.8% 4.3% 6.0% 5.0%
2016 14.2% -1.1% -1.9% 14.3% 3.0%
2015 1.7% 0.3% 0.5% -6.1% 7.4%
2014 10.0% 7.8% 7.2% -5.7% 0.9%
2013 30.5% 9.2% 0.9% 8.8% 8.9%
2012 15.8% 11.1% -5.2% 6.2% 3.4%
2011 -20.9% 2.1% -4.3% -21.1% 2.7%
2010 6.8% 9.1% -8.0% 0.2% 6.1%
2009 40.5% -20.1% 37.1% 30.6% -1.8%
2008 -54.4% -12.2% -0.4% -10.8% -41.5%
2007 -9.6% 8.3% 7.3% -14.9% -8.5%
2006 31.2% 16.1% -9.7% 12.8% 11.0%
2005 56.8% 21.0% -0.6% 21.8% 7.0%
2004 21.6% 14.0% 8.4% -10.4% 9.9%
2003 79.2% -13.7% 36.3% 31.0% 16.3%
2002 -42.5% 0.2% -10.6% -37.5% 2.9%
2001 -34.2% -13.6% -5.4% -38.6% 31.1%
2000 5.9% 15.2% -0.3% 7.4% -14.1%
1999 15.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date02/08/1999
  • Share Class size53Mn
  • Base currencyCHF
  • ISIN LU0092739993

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Related News

Swiss equity veteran joins boutique as former star manager exits

Zurich-based group strengthens team on small and mid-cap equity fund following departure of regional specialist, Citywire Selector can reveal.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).