The investment objective of BB Entrepreneur Switzerland is to achieve long-term capital growth by investing at least two thirds of the net assets of BB Entrepreneur Switzerland in a portfolio of carefully chosen shares and other equity securities of companies that either (i) have their registered office in Switzerland (ii) have their registered office outside of Switzerland but carry out the majority of their economic activity Switzerland or (iii) are holding companies that mainly hold investments in companies whose registered office is in Switzerland and which are mainly managed by the owners. The universe for owner-managed companies is determined as follows:
- One or more shareholders have significant shareholdings (at least 20%) and have a decisive influence on the corporate policy.
- Listing on an established exchange or within a new issue at the relevant exchange at which the exchange listing was applied for.
Información sobre el fondo de inversión Bellevue (Lux) BB Entrprnr Swiss Sm&Md
El fondo Bellevue (Lux) BB Entrprnr Swiss Sm&Md, con ISIN, LU1477743899 de la gestora MDO Management Company S.A. se sitúa en la posición entre los 14 fondos de la categoría RV Suiza Cap. Grande a 12 meses. Su rentabilidad a este plazo es del 0,00% con una volatilidad del 0,00%. Los gastos corrientes del fondo representan un 2,27% del patrimonio del fondo, que asciende a 11.223.166 EUR a fecha de 19 de January de 2018.