Piguet Fund - Swiss SMID Equities: Ranked 1st in its Category by Citywire

The Piguet Fund - Swiss SMID Equities, managed by Daniel Steck, stands out for its exceptional performance, even in a challenging domestic stock market environment. Specializing in Swiss small and mid-cap stocks, the fund has successfully navigated market fluctuations to position itself as a leader in its segment.

Impressive Returns

Over two years, the fund has achieved a 27% return, compared to an 8.0% average gain for competing funds. This outstanding performance ranks it 1st out of 62 funds in the Swiss small and mid-cap equity category. Additionally, the fund has outperformed its benchmark index, the SPI Extra, by 16.4% over the same period.

Over one year, it also tops the Citywire ranking (out of 66 funds) with a 13% return, whereas the SPI Extra has increased by just 3.8%. In comparison, the 65 other funds in the category have posted an average return of only 0.8% in 2024.

Unlike the SMI heavyweights, which have underperformed international markets since early 2023, Swiss small and mid-sized companies—the backbone of the Swiss economy—offer numerous opportunities for investors looking to diversify their exposure to this asset class. A rigorous selection of leading companies with solid financials, comparable to their larger counterparts, enables the fund to deliver attractive long-term returns.

Thanks to the excellent work of our specialists, the fund has established itself as an undisputed leader in the market.

🔗 👉 Link to Citywire website