Archived note, published 9 April 2018. Fund statuses and figures reflect that date and may have changed since. See the current OpenList.
The UBAM Swiss Equity fund is added to the OpenList.
The strategy is a long-term, actively-managed fund that invests primarily in companies listed in Switzerland. The fund is a concentrated portfolio of 30-50 highest conviction stocks. The fund suits investors willing to access the Swiss equity market with a structural overweight in small and mid-caps and with some off-benchmark positions.