Find out more about Swiss Life Funds (CH) Swiss Small & Mid Cap Equities.

Investment strategy and investment objective

At Swiss Life Asset Managers, we invest in long-term growth.  Our fund is based on an active, systematic investment approach specially developed for the Swiss small & mid cap segment.  With a proprietary quantitative model, the factors valuation, quality and market sentiment are specifically analysed in order to identify the most attractive companies.  But we have a clear goal: we do everything we can to sustainably outperform the benchmark going forward. We achieve this through precise securities selection and disciplined risk management. Small and medium-sized companies form the backbone of the Swiss economy – they are innovative, fast-growing and have sustainable competitive advantages. At the same time, they offer attractive potential returns. 

Investment Solutions

We invest a great deal to enable you to participate in the growth of strong Swiss companies.

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    Unique investment process

    Specifically developed quantitative model for securities selection in the fund

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    Multi-factor strategy

    Targeted exploitation of earnings opportunities and effective risk management through a systematic investment approach.

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    Broad diversification

    Higher sector allocation to industrials, real estate and IT

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Contact

Do you have any questions or need further information? Our contact persons are happy to assist you. Simply get in touch with us – we are here to help!

Content Hub

Stay up to date on the latest developments in the world of securities! Our experts analyse markets, evaluate trends and offer in-depth insights into investment solutions. 

Disclaimer

This landing page contains advertising. The assets of the real estate fund are not managed sustainably. The content of this landing page has been produced with the greatest possible care and to the best of our knowledge and belief. However, we offer no guarantee with regard to content or completeness and refuse any liability for losses which might arise from the use of this information. This landing page contains "forward-looking statements" that express our assessment and expectations at a given point in time. However, various risks, uncertainties and other influencing factors can cause the actual developments and results to differ significantly from our expectations. The information contained herein is for information purposes only and should not be construed as a contractual document or as investment advice. Prior to a subscription, investors should obtain and carefully read the detailed information on the fund in the relevant regulatory documentation (such as the prospectus, the fund contract, the Packaged Retail Investment and Insurance-Based Products KID and the latest annual/semi-annual reports) that serve as the sole legal basis for the purchase of fund units. They are available free of charge in printed or electronic form from the fund management company, Swiss Life Asset Management Ltd, General-Guisan-Quai 40, 8002 Zurich or at www.swisslife-am.com. Past performance is no indicator of current or future performance. It does not in any way guarantee future performance or capital. The performance takes into account all commissions and costs incurred at fund level (e.g. management fee). The performance does not include costs incurred at customer level (issue and redemption costs and fees, custody fees etc.). Both Swiss Life Ltd and the other members of the Swiss Life Group are entitled to positions in this fund and to purchase and/or sell them. Swiss Life Asset Managers’ funds may not be offered for sale or sold in the US or on behalf of US citizens or US persons residing in the US. The contents of this landing page may have been created using artificial intelligence. “Swiss Life Asset Managers” is the brand name for the asset management activities of the Swiss Life Group. More information is available at www.swisslife-am.com. Source: Swiss Life Asset Managers (unless stated otherwise). All rights reserved. Contact: info@swisslife-am.com.