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UBAM (CH) Swiss Small and Mid Cap Equity A

Ranked 47 out of 53 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Martin Moeller

Martin Moeller was born in 1973 in Aschersleben, Germany. He gained a MA in banking and finance from the Frankfurt School of Finance and Management. He is a CFA charter holder since 2002. Martin joined UBP in 2006 where he is head of portfolio management equities (Swiss and Global products) and analyst equity research. Prior to this in 1992 he was an equity research analyst and portfolio manager responsible for credit research financial institutions at the Deutsche Bank. Outside of work Martin enjoys skiing, sailing, chess and music.

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.


The sub-fund aims in the medium term, to generate superior returns relative to the market shares of Swiss Small and mid caps as measured by the SPI Extra. The sub-fund is actively managed and the companies are chosen after a rigorous and diverse selection process. The sub-fund invests at least 51% of its assets in shares of companies which are part of the SPI Extra.

Showing fund performance in Switzerland View performance globally


Switzerland Small & Medium Companies over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 2.3% -0.7%
2017 37.0% 13.0% 8.2% 5.7% 5.9%
2016 6.2% -2.8% 0.8% 8.6% -0.2%
2015 8.1% 6.2% -3.9% -2.5% 8.7%
2014 11.5% 6.4% 2.5% -1.1% 3.4%
2013 24.9% 12.8% -1.2% 5.5% 6.2%
2012 19.0% 8.8% -2.3% 6.7% 4.9%
2011 -12.9% 0.2% -3.6% -16.7% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date08/10/2010
  • Share Class size40Mn
  • Base currencyCHF
  • ISIN CH0117983723

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management1.15%

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