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LO Funds (CH) - Swiss Cap (ex-SMI) Z D

Ranked 8 out of 53 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated


The fund invests in: equities and other equity-type securities and rights (shares, dividend-right certificates, shares in cooperatives, participation certificates, etc.) issued by small and medium-sized companies that are listed on the SPI, excluding companies that are listed on the "Swiss Market Index", or which carry out the bulk of their business activities in Switzerland; derivatives (including warrants) on the above investments.

Showing fund performance in Switzerland View performance globally


Switzerland Small & Medium Companies over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 4.6% 1.7%
2017 36.6% 12.3% 8.4% 6.2% 5.6%
2016 12.9% 0.3% 3.1% 9.2% -0.1%
2015 6.9% 2.0% -3.3% -0.3% 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date28/11/2014
  • Share Class size24Mn
  • Base currencyCHF
  • ISIN CH0137503428

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management0.00%
  • Initial investment0.00%

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