Veröffentlicht in Aktuelles

Global Small Cap Equities

Mandate Profile:

  • Client Type: Swiss institutional investor
  • Initial Investment Volume: 150 m. CHF
  • Investment Universe: Global Small Cap Developed Equities, Opportunistic Investments (e.g. Emerging Markets or Mid Caps) allowed.
  • Investment Restrictions: Emerging Market allocations are limited to a maximum of up to 20%; Sustainablility should be an integral part of the investment process; Target Tracking Error: < 5% p.a.
  • Benchmark: e.g. MSCI World Small Cap Net Total Return Index or comparable
  • Currency Hedging: unhedged
  • Derivatives: allowed
  • Investment Style: active, long-only
  • Investment Vehicle: Segregated Account (Swiss “Einanlegerfonds”) or Mutual Fund (European domiciled UCITS fund)

Deadline: Friday, October 7th, 2022 (COB)

Contact

Do you have any questions or would you like to make an appointment?

Please feel free to call or write us and we will get back to you in a timely manner.