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Institutional Asset Management

Funds

GMG Swiss Small & Mid Cap invests in a selection of high-quality stocks of the Swiss Small & Mid Cap universe (SPI Extra index) with a bias on Mid Cap. Selected Small Cap companies have a market cap of at least CHF 1 billion, ensuring liquidity. There is no compromise on the financial solvency of the selected companies.

The investment philosophy is based on real economy, value bias, and long term. It reflects the strong convictions from our Swiss investment team.

 

For the latest factsheet for our small and mid cap fund, please click here.

PERFORMANCE YEAR TO DATE 31 December 2019
GMG SMALL & MID CAP 42.4%
SPI EXTRA 30.4%
OVERPERFORMANCE 12.0%
GMG Swiss Small & Mid Caps as at 31 December 2019 (YTD)