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BCV SWISS SMALL & MID CAPS EQUITY ESG FUND

C'est intéressant, parce que

Le fonds Swiss small & Mid Caps est

Compétitif

L'indice SPI Extra surperforme les grandes capitalisations suisses sur le long terme

Expliquez-moi

Performant

Le fonds Swiss Small & Mid Caps propose un ratio risque rendement attractif

Dites-m'en plus

Rigoureusement géré

En cobinant processus d'investissement rigoureux et triple analyse des sociétés

Ça m'intéresse
C'est intéressant, parce que

Le fonds Swiss small & Mid Caps est

Compétitif

L'indice SPI Extra surperforme les grandes capitalisations suisses sur le long terme

Expliquez-moi

Performant

Le fonds Swiss Small & Mid Caps propose un ratio risque rendement attractif

Dites-m'en plus

Rigoureusement géré

En cobinant processus d'investissement rigoureux et triple analyse des sociétés

Ça m'intéresse
NUMEROUS ADVANTAGES

The BCV Swiss Small & Mid Caps Equity ESG Fund is:

Competitive

The SPI Extra® has outperformed Swiss large caps over the long term

Find out more

Solid returns

The fund offers an attractive risk/return profile

More information

A recognized approach

Our managers combine a rigorous investment process with a three-way company analysis

Discover
NUMEROUS ADVANTAGES

The BCV Swiss Small & Mid Caps Equity ESG Fund is:

Competitive

The SPI Extra® has outperformed Swiss large caps over the long term

Find out more

Solid returns

The fund offers an attractive risk/return profile

More information

A recognized approach

Our managers combine a rigorous investment process with a three-way company analysis

Discover

COMPETITIVE

Small caps, big opportunities

Around 200 Swiss small- and mid-cap companies make up the SPI Extra®, the flagship index for this market segment.

The SPI Extra® is a very diverse index, and the companies included in it are leaders in their markets. That helps account for why they have considerably outperformed the SMI® heavyweights over the long term.

Talk to a BCV advisor

Large caps
Small caps
10 years
15 years
20 years
25 years

How Swiss small and large caps perform over the long term

Source: LSEC Datastream

Solid returns

Attractive risk/return profile

The BCV Swiss Small & Mid Caps Equity ESG Fund is well positioned relative to its main competitors.

The fund has put in a very solid performance in recent years thanks to our management approach, which focuses on delivering risk-adjusted returns.

Meet with a BCV advisor

Our A-rated experts

Eric Chassot, CIO for Equities, and Sylvain Bornand, Senior Fund Manager, have both been rated A by Citywire for the rolling three-year, risk-adjusted performance of all the funds they manage.

Citywire fund manager ratings and rankings are the property of Citywire Financial Publishers Ltd. (“Citywire”) and © Citywire 2025. All rights reserved.

A recognized approach

A three-way, in-depth analysis

Qualitative

Company visits, meetings with management, and strategic analysis

Fundamental

Analysis of financial ratios, and absolute and relative valuations

Behavioral

Analysis of technical stock-price indicators and entry/exit points

Our SRI approach

Negative screening

Screening out companies whose practices are incompatible with our SRI approach.

Best-in-class

Selecting companies that have solid ESG ratings from Ethos. We invest only in companies with both ESG and carbon ratings of at least B− (on a scale of A+ to C).

Active ownership

We exercise voting rights in line with Ethos’ recommendations.

Negative screening

Screening out companies whose practices are incompatible with our SRI approach.

Best-in-class

Selecting companies that have solid ESG ratings from Ethos. We invest only in companies with both ESG and carbon ratings of at least B− (on a scale of A+ to C).

Active ownership

We exercise voting rights in line with Ethos’ recommendations.

Want to find out more?

FAQs

The investment universe includes all Swiss companies listed on the Swiss stock market, except for the 20 largest caps.

It is a Swiss-registered fund not subject to Swiss federal stamp duty when you buy or sell fund shares.

It is managed by Eric Chassot and Sylvain Bornand, who have been rated A by Citywire and each have around 25 years of experience.

No, the fund has no minimum investment amount.

The fund has daily liquidity. The order cut-off time at BCV is 2pm.

It has more than CHF 400 million in assets under management at end-March 2025.


This is an advertisement for a financial instrument within the meaning of the Swiss Financial Services Act (FinSA). It is not an offer, an invitation, or a recommendation to buy or sell specific products. Interim and annual reports, prospectuses, fund contracts, and KIIDs concerning funds managed or distributed by BCV may be obtained free of charge from BCV (place St-François 14, 1003 Lausanne, Switzerland) or from the fund manager Gérifonds SA (https://www.gerifonds.com). 

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