Swiss Helvetia Fund (NYSE:SWZ)
Investment trust
This investment trust can be held in
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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