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New Capital Swiss Select Equity Fund Chf Inst Acc (0P00012H6A)

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170.210 -0.190    -0.11%
16/12 - Delayed Data. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 34.53M
Type:  Fund
Market:  Switzerland
ISIN:  IE00BJFL7Z48 
Asset Class:  Equity
New Capital Swiss Select Equity Fund CHF Inst Acc 170.210 -0.190 -0.11%

0P00012H6A Overview

 
On this page you'll find an in-depth profile of New Capital Swiss Select Equity Fund Chf Inst Acc. Learn about the key management, total assets, investment strategy and contact information of 0P00012H6A among other information.
Category

Switzerland Small/Mid-Cap Equity

Total Assets

34.53M

Expenses

1.05%

Inception Date

Mar 13, 2014

Investment Strategy

The investment objective of the Sub-Fund is to achieve mid-term capital appreciation, primarily through investment in quoted equities issued by companies with principal offices or significant business activities in Switzerland. In seeking to achieve the Sub-Fund’s investment objective, the Sub-Investment Manager will normally invest either directly or indirectly (through derivatives) at least two thirds of the Sub-Fund’s net assets 3 in shares of companies with principal offices or significant business activities in Switzerland, the shares of which will be listed or traded on Recognised Markets worldwide.

Contact Information

Address 116 Park Street
London,Greater London W1K 6AP
United Kingdom
Phone +44 20 7491 9111

Top Executives

Name Title Since Until
Marco Casartelli - 2023 Now
Urs Beck - 2014 2024
Biography Urs Beck joined EFG in 2014 as a Senior Portfolio Manager. Urs manages the New Capital Swiss Select Equity Fund and New Capital Multihelvetia. Previously, Urs was head of Swiss equities at Zuercher Kantonalbank (ZKB) and ran both institutional and retail Swiss mandates for seven years. During his tenure at ZKB, Urs received the FERI award for best Swiss equities fund for two years running (2013 and 2014). He has also worked at Bank Leu, Julius Baer and UBS, where he served in Swiss equity sales and Swiss Equity derivatives, respectively. Urs graduated from the University of St. Gallen and is a CFA Charterholder.
Melanie Merlo - 2017 2023
Biography Melanie joined EFGAM Switzerland in August 2017 and is currently the co-Portfolio Manager for the New Capital Swiss Select Equity Fund. Previously she worked at Credit Suisse where she held a variety of roles including Swiss Equity Institutional Sales and Client Portfolio Manager. Melanie holds a BA in Business Administration from the University of Bern and a Masters HSG in Banking and Finance from the University of St. Gallen.
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