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EFG Asset Management’s New Capital Swiss Select Equity Fund Celebrates Top Rankings

EFG Asset Management’s New Capital Swiss Select Equity Fund passed its 3rd year with AUMs reaching CHF 117 million. Since inception, the fund has delivered an annualised performance of 14.1% and total return of 52.8%

“delivered an annualised performance of 14.1% and total return of 52.8%.”

The fund has ranked first out of 62 Swiss equity funds over three years and has a 5-star Morningstar rating. The Fund’s flexible all-cap philosophy means it can invest across small, mid, large and mega-cap stocks, making it distinctive in the market.

News Source: EFGAM Press Release

 

About EFG Asset Management 

EFG Asset Management

EFG Asset Management (EFGAM) is an international provider of actively managed investment products and services to financial intermediaries and institutional investors around the world. With a full range of investment offerings, including traditional equity and fixed income portfolios, multi- asset and alternatives strategies, and its proprietary New Capital fund range, EFGAM manages approximately $20 billion (at April 2017) on behalf of clients. New Capital UCITS funds are accessible via over 20 platforms and are registered for sale in Austria, Chile, France, Germany, Hong Kong (SFC-authorised funds only), Italy (qualified investors only), Luxembourg, the Netherlands, Singa

  • Origin: United Kingdom
  • Assets Under Management: US$20 billion

Official Website: www.efgam.com

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News & Media: Press Release

Updated on 8th August 2016



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