Company
The Swiss Helvetia Fund Inc.
Headquarters: New York, NY, United States
Market Cap
$110.7 Million
USD as of Jan. 1, 2025
The Swiss Helvetia Fund Inc. Categories
United States Financials Asset ManagementUnited States Financials United States Asset Management
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Industry: Asset Management
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Detailed Description
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
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Stocks & Indices
The Swiss Helvetia Fund Inc. has the following listings and related stock indices.
Stock: NYSE: SWZ wb_incandescent