Investment objective and approach

  • A dynamic Swiss equity fund covering the full spectrum of Swiss listed companies (SMI, SMIM and SPI Indices) well diversified both in terms of sectors and end-markets.
  • Our investment approach, based on fundamental analysis, allows us to identify growth stories and successful business models over the long term with a combination of established players and hidden gems.

Summary Risk Indicator

Performances

Track Record

MTD YTD 1 month 3 months 6 months 9 months Since inception
HOW Made of Switzerland -CHF-I- 1.00% 5.62% 3.14% 0.58% 0.80% 0.41% 2.83%

Key figures

Last update
Dec 23, 2025
NAV
102.83
Sub-fund size
CHF 13'590'145.05
ISIN Code
LI1342555136
Bloomberg Ticker
HOWMACH LE Equity
Benchmark
None
Legal Type
UCITS
SFDR
Article 6

Documents

Explore our investment funds

Alongside our AMC, House of Wealth offers a dedicated range of investment funds with complementary strategies designed to provide stability, diversification and long-term value.

Cookie bar

We use cookies and other tracking technologies to improve your experience and to analyze our website traffic.

For more information, please refer to our Privacy Policy.

By clicking "Accept," you consent to the collection of data.

You can change your cookie settings at any time and reject them, except for strictly necessary functional cookies.


Functional
Preferences
Statistics
Marketing