LO Swiss Cap (ex-SMI®)


ISIN: CH0005067829
 
Bloomberg: NAV: 748.05 CHF +0.270%
Termsheet: Lombard Odier
 
Currency: CHF
 
52-Week Range: 396.51 - 472.36
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
3.20% 0.77% 2.58% 1.17% 16.16% 8.23%
* annualised performance
 
Dr. Costa's Rating:

With so many active funds that essentially "clone" and index but charge much higher fees it is refreshing to see an actively managed funds that selects only 25 of the best Swiss companies through in-depth analysis.

"The portfolio focuses on the 25 most attractive securities that meet the management team’s quality requirements."