The Portfolio's investment objective is to provide long term capital growth, measured in CHF.
The Portfolio will primarily invest in equity and equity linked securities of companies having their registered office in Switzerland and of companies organized and located outside Switzerland where a predominant part of their economic activity, alone or on a consolidated basis, is derived from either goods produced, sales made or services performed in Switzerland (herein referred to as "Swiss Companies").
Belgrave Capital Management Ltd
Kredietrust Luxembourg S.A.
Global Branding Name
12 month yield
Net Assets Date
Manager 1 Name
Switzerland Large-Cap Equity
SIX SPI TR CHF
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return 24 months
Annualized return 36 months
Annualized return 48 months
Annualized return 60 months
Return 120 months
Annualized return since Inception
Morning Star Rating Date
Morning Star Rating - 36 Months
Morning Star Rating - Overall
Maximum Managment Charge
21 Palmer Street
Fund Admin Group
Belgrave Capital Management Ltd
KBL European Private Bankers S.A.
Last Price Date
Price change (percentage)
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© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Links:  http://www.globalfunddata.com/funds/new/performance/management?variant=Belgrave Capital Management Ltd
 http://www.globalfunddata.com/funds/new/performance/fund_administrator?variant=Kredietrust Luxembourg S.A.
 http://www.globalfunddata.com/funds/new/performance/strategy?variant=Switzerland Large-Cap Equity
 http://www.globalfunddata.com/funds/new/performance/city?variant=London___United Kingdom
 http://www.globalfunddata.com/funds/new/performance/country?variant=United Kingdom
 http://www.globalfunddata.com/funds/new/performance/custodian?variant=KBL European Private Bankers S.A.
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