Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Mirabaud - Equities Swiss Small and Mid-A Cap-CHF

Ranked 27 out of 45 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Patrick Huber

Patrick Huber was a portfolio manager and Analyst in the Swiss equity research and portfolio management team at Mirabaud Asset Management until March 2017. Huber managed the Mirabaud Fund(CH)– Swiss Equities and co-managed the Mirabaud - Swiss Equities Small and Mid and Mirabaud - Swiss Equity Asymmetric funds. Prior to joining Mirabaud in 2015, Huber was Head of Swiss Equities at Lombard Odier Asset Management which he joined in 2001 from Pictet & Cie where he worked as Sell-side analyst for Swiss Equities. Previous experience includes Kühne & Nagel Gruppe, Société Générale, Bank Hofmann, Credit Suisse and Bank Linth. Huber holds a degree in Banking and Finance from the Graduate School of Economics (HWV) and a Master of Advanced Studies in Corporate Finance from the University of Lucerne.

Paul Schibli


The objective of the Sub-Fund is to achieve capital appreciation over The long-term by investing its assets in shares or other securities issued by small and medium-sized companies that have their registered office or are carrying out the majority of their business in Switzerland. The market capitalisation of these companies is less than or equal to 1% of the market capitalisation of the entire Swiss market.

Showing fund performance globally. You can view performance in individual jurisdictions.


Switzerland Small & Medium Companies over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 8.9%
2016 10.1% -1.4% -0.1% 10.0% 1.6%
2015 13.1% 5.5% -4.1% 0.1% 11.7%
2014 8.4% 9.8% 0.2% -2.1% 0.7%
2013 33.4% 11.2% -0.8% 9.1% 10.9%
2012 17.9% 12.8% -7.1% 7.0% 5.1%
2011 -21.4% 0.7% -6.0% -20.0% 3.7%
2010 19.8% 9.4% -8.1% 7.3% 11.0%
2009 28.6% -8.8% 20.3% 16.2% 0.8%
2008 -29.9% -14.2% 3.4% -4.5% -17.2%
2007 9.6% 10.5% 8.6% -6.2% -2.5%
2006 41.1% 17.2% -5.3% 10.9% 14.6%
2005 31.3% 8.8% 1.6% 17.2% 1.4%
2004 7.4% -2.3% 2.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Lonza Group AG ORD 5.19
Logitech International SA ORD 4.96
Schindler Holding AG 4.82
Baloise Holding Ltd ORD 4.74
Clariant AG ORD 4.70
Partners Group Holding AG ORD 4.66
CHF Cash 4.33
Sonova Holding AG ORD 4.07
Swiss Life Holding AG ORD 3.83
Vifor Pharma AG ORD 3.80

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date23/02/2004
  • Share Class size353Mn
  • Base currencyCHF
  • ISIN LU0636969866

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment0

Related News

The stock hitting the sweet spot this Easter

Mirabaud’s Nicholas Bürki reveals why chocolate producers will still appeal to investors once the Easter bunny has hopped off.

Mirabaud soft-closes A-rated star's fund on capacity concerns

Geneva-based group to soft-close flagship small- and mid-cap equity strategy after nearing CHF1 billion capacity limit.

Swiss equity star: three reasons to go underweight financials

Citywire AA-rated Paul Schibli explains where to find unloved outperformers in the negative interest rate environment.

Credit Suisse's Multi Asset Class team on gaining an investment edge

The Zurich-based trio talk through their selection process, where a taste for the active and adventurous is tempered by scientific rigour and patience.

Mirabaud strengthens Swiss equity team

The hire prompts an even stronger focus by the firm on Swiss equities.

On the move: latest manager changes revealed

The New Year has brought about a number of changes within Europe’s fund management universe.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).