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UBAM Swiss Small and Mid Cap Equity IPC CHF Cap

Ranked 6 out of 45 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Eleanor Taylor Jolidon

Eleanor Taylor Jolidon was born in Edgbaston in the UK. She attended King's Canterbury, then Trinity College, Cambridge and the College of Europe, Natolin to study Modern and Medieval Languages and economics, law and politics. Eleanor started her career in 1993 as risk officer, CRO and portfolio manager at Banque Indosuez. In 1998 she became a management consultant at PricewaterhouseCoopers and in 2000 she worked in brokerage at Bank Sal. Oppenheim. Four years later she joined Independent Asset Management as a portfolio manager and equity analyst and currently works at Union Bancaire Privée in Swiss and global equity as the lead manager on all Swiss equity portfolios and deputy on global equity. Outside of fund management she sails, skis and cycles and enjoys the cinema, theatre and music.

Objective

The Fund seeks to grow your capital and generate income primarily by investing in Swiss equity. The Fund is focused primarily on companies with a market capitalisation of between CHF 100 million and CHF 10 billion. It is an actively-managed and concentrated portfolio mainly made up of securities whose value is expressed in Swiss Francs. The Fund's value is calculated and expressed in Swiss Francs and does not use currency hedging for investment purposes.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.9% 7.9% 5.7%
2016 6.9% -2.3% 0.7% 8.7% -0.1%
2015 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Luxembourg
  3. Netherlands
  4. Spain
  5. Sweden
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date13/07/2015
  • Share Class size01Mn
  • Base currencyCHF
  • ISIN LU1088707291

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.40%

Related News

UBP Swiss equity stars reveal 2018 outlook and top stock picks

UBP portfolio managers Eleanor Taylor Jolidon and Martin Moeller explain where they see the biggest opportunities in small and mid caps.

On film: UBP Swiss equities head reveals her top three stock picks

Co-head of global and Swiss equities, Eleanor Taylor Jolidon, discusses why EMs are key to Swiss companies.

Swiss female fund managers on how to fix gender diversity gap

Citywire Switzerland speaks to female managers to get their view of the Swiss industry's gender inequalities.

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