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Synchrony (LU) Swiss Small & Mid Caps CHF A

Ranked 40 out of 53 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Anick Baud-Woodtli

Anick Baud-Woodtli started her professional career in private banking at SCS Alliance Bank in 1999. She then specialised in institutional management and more specifically in Swiss equities, first at Fiduciary Trust and since 2003 in the BCGE Group. She has been managing mandates in Swiss secondary securities using the same approach since 2001.

Objective

The objective of the Fund is to increase long-term capital by investments in shares and other securities or participation rights of small and medium-sized companies that are part of the SPI Extra index.

Showing fund performance in Switzerland View performance globally

Performance

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 -3.4% 3.9% -1.1%
2017 5.5% 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date15/06/2017
  • Share Class size01Mn
  • Base currencyCHF
  • ISIN LU1626130063

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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