Swiss Small and Mid-Cap Equities – Consistent Value Creation

By December 31, 2020 07:33

Swiss Small and Mid-Cap Equities – Consistent Value Creation

White Paper

As in previous crises, the safe-haven status of the Swiss franc and an inflation rate of only 0.2% (as of the end of 2019) have helped Switzerland weather the storm in the past few months. The country has an independent central bank that operates free of political pressure: the Swiss National Bank has been working with negative interest rates since …

Key points

  • The Swiss economy has once again proven its resilience during the Covid-19 pandemic, as reflected by year-to-date outperformance in the Swiss equity market and also its small and midcap segment.
  • Several Swiss companies across all market-cap segments have benefited from the disruption caused by the pandemic, since they have exposure to underlying long-term trends that have been accelerated by the crisis.
  • However, the strongest argument for exposure to Swiss equities within a diversified equity portfolio remains the consistent long-term outperformance of Swiss equities, driven by their superior value-creation and ESG profiles.
  • An active investment approach, driven by fundamentals and supported by extensive expertise and knowledge of the market, has led to an impressive track record and substantial AuM growth for UBP’s Swiss equity franchise over the last 14 years

Asset Manager

We focus on the one activity we excel at – wealth management for private and institutional clients

Our energy and resources are dedicated to constantly expanding our expertise in this field. We are proud to attract and foster outstanding talent among our teams, in order to offer a service of the highest calibre.

Frederic Peemans
Tel: + 32 2 761 92 41

Astrid Gehoel-Ceelen
Tel: +32 2 761 92 42

Mieke Hofman
Tel: +32 2 761 92 43

By December 31, 2020 07:33


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