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131.92M
1.84%
Jun 28, 2002
The Fund aims to provide capital growth in excess of the Swiss Performance Index Extra after fees have been deducted over a three to five year period by investing in equity and equity related securities of small and mid-sized Swiss companies.
Name | Title | Since | Until |
---|---|---|---|
Daniel Lenz | Fund Manager | 2010 | Now |
Biography | Daniel Lenz is a Fund Manager Equities at Schroders, Daniel Lenz is the responsible Portfolio Manager for the following funds: - SISF Swiss Small & Mid Cap - Schroder (CH) Swiss Small & Mid Cap Fund - SISF Swiss Equity - European Small & Mid Cap Value Fund Daniel is a member of the Extended Management Board of SIMSAG. He joined Schroders in 2000 and is based in Zurich. Qualifications: CFA Charterholder; MA University of St. Gallen. | ||
Philipp Bruderer | - | 2002 | 2010 |
Biography | Philipp Bruderer is a fund manager & analyst at Schroders, responsible for Schroder (CH) Swiss small & mid cap fund and Schroder European small & mid cap value fund. He joined Schroders in 2004 and is based in Zurich. Member of the SFAA - Swiss financial analysts association (since 2000). Qualifications: CAIA Charterholder; CEFA Financial analyst from AZEK (Switzerland); MA in Business administration & Finance from University of Zurich. | ||
Stefan Frischknecht | Portfolio Manager | 2002 | 2003 |
Biography | Stefan Frischknecht is a Fund Manager and Head of Swiss equity fund management at Schroders, since joining on 1.1.1999. The team manages Swiss all-cap as well as Swiss and European small & mid cap funds / mandates. Being close to the target investment firms, the approach is fundamental and bottom-up with a bias towards value, quality and small size. He joined Schroders in 1999 and is based in Zurich. Stefan was Fund manager and financial analyst at ABB Investment Managemet from 1995 to 1998, which involved management of Swiss and emerging European equity portfolios as well as analysing stocks in the financial sector. He was Credit analyst at Swiss Bank Corporation (now UBS) from 1994 to 1995, which involved analysis and support of international issuers in the Swiss franc bond market. Qualifications: CFA Charterholder; MSc from the University of Bern, Switzerland. |
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