Aktien Small & Mid Cap Schweiz Standing Offer
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, Switzerland Provider: Albin Kistler
Update
The Small & Mid Cap Portfolio of Albin Kistler AG generated a return of 6.7% in 2025 and has already made a very good start to the new year with a year-end return of 3.7%. Albin Kistler has a very good provider rating of 3.7 on the platform.
The Swiss small & mid cap sector is a less efficient market and is therefore suitable for active managers. With its own research department, Albin Kistler is one of the classic active managers.
Portfolio description
The portfolio is diversified across 30-50 positions, with no single stock having a weighting of more than 10%. Management is relative to the SPI EXTRA Index and stock selection and weighting is based on the rating classifications of the in-house micro-committee and the weighting matrix.
Company description
Albin Kistler is an independent asset manager and research house with a clear commitment to an active investment approach. We rely on our in-house analysis activities (20 analysts, > 600 management contacts per year). Albin Kistler stands for transparency, fairness & passion.
USP
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Asset management for private clients (free assets & pension provision) and institutional clients
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Stability in times of stress: Conservative and long-term oriented investment philosophy
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Primary research: Own, clear opinion, based on own analysis activities and company visits
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Focus on quality: Disciplined, careful evaluation of first-class companies
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Complete transparency: direct investments in equities and bonds, open communication, disclosure of net returns, no hidden costs
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Continuity: personal contact persons, client advisors as co-designers of the investment process