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Mirabaud - Equities Swiss Small and Mid-A Cap-CHF

Ranked 25 out of 45 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Patrick Huber

Patrick Huber is a portfolio manager and Analyst in the Swiss equity research and portfolio management team within Mirabaud Asset Management. Huber manages the Mirabaud Fund(CH)– Swiss Equities and co-manages the Mirabaud - Swiss Equities Small and Mid and Mirabaud - Swiss Equity Asymmetric funds and has experience in the portfolio management industry since 1997. Prior to joining Mirabaud in 2015, Huber was Head of Swiss Equities at Lombard Odier Asset Management which he joined in 2001 from Pictet & Cie where he worked as Sell-side analyst for Swiss Equities. Previous experience includes Kühne & Nagel Gruppe, Société Générale, Bank Hofmann, Credit Suisse and Bank Linth. Huber holds a degree in Banking and Finance from the Graduate School of Economics (HWV) and a Master of Advanced Studies in Corporate Finance from the University of Lucerne.

Paul Schibli

Objective

The objective of the Sub-Fund is to achieve capital appreciation over The long-term by investing its assets in shares or other securities issued by small and medium-sized companies that have their registered office or are carrying out the majority of their business in Switzerland. The market capitalisation of these companies is less than or equal to 1% of the market capitalisation of the entire Swiss market.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 8.9%
2016 10.1% -1.4% -0.1% 10.0% 1.6%
2015 13.1% 5.5% -4.1% 0.1% 11.7%
2014 8.4% 9.8% 0.2% -2.1% 0.7%
2013 33.4% 11.2% -0.8% 9.1% 10.9%
2012 17.9% 12.8% -7.1% 7.0% 5.1%
2011 -21.4% 0.7% -6.0% -20.0% 3.7%
2010 19.8% 9.4% -8.1% 7.3% 11.0%
2009 28.6% -8.8% 20.3% 16.2% 0.8%
2008 -29.9% -14.2% 3.4% -4.5% -17.2%
2007 9.6% 10.5% 8.6% -6.2% -2.5%
2006 41.1% 17.2% -5.3% 10.9% 14.6%
2005 31.3% 8.8% 1.6% 17.2% 1.4%
2004 7.4% -2.3% 2.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
Lonza Group AG ORD 5.26
Schindler Holding AG 5.01
Clariant AG ORD 4.84
Partners Group Holding AG ORD 4.72
Logitech International SA ORD 4.70
Baloise Holding Ltd ORD 4.66
Swiss Life Holding AG ORD 3.88
CHF Cash 3.88
Galenica AG ORD 3.88
Kuehne und Nagel International AG ORD 3.86
28/02/2017

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date23/02/2004
  • Share Class size354Mn
  • Base currencyCHF
  • ISIN LU0636969866

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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Pfäffikon AM boutique poaches Mirabaud manager

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Mirabaud soft-closes Swiss small-cap fund on capacity concerns

Mirabaud Asset Management is to soft-close its Equities Swiss Small & Mid fund as it is fast-approaching its CHF1 billion (£774 million) maximum capacity.

Mirabaud's Swiss equity head: time to switch to value

Paul Schibli explains why he is turning towards value stocks and reveals which financial names he finds attractive.

Credit Suisse's Multi Asset Class team on gaining an investment edge

The Zurich-based trio talk through their selection process, where a taste for the active and adventurous is tempered by scientific rigour and patience.

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