Swiss Helvetia Fund (NYSE:SWZ)

Investment trust
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This investment trust can be held in
Trading AccountISAJISASIPP

Trust Info

  • Market Cap$105.037m
  • OCF-
  • AIC sector-
  • Manager GroupSchroders
  • Currency
  • ISINUS8708751016

Investment Strategy

The Fund seeks to achieve its investment objective by normally investing at least 80% of its net assets, plus borrowings for investment purposes, in Swiss-equity and equity linked securities that are traded on a Swiss stock exchange, traded at the pre-bourse level of one or more Swiss stock exchanges, traded through a market maker or over the counter in Switzerland. The Fund also may invest in Swiss-equity and equity-linked securities of Swiss companies that are traded on other major European stock exchanges.

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