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We lack confidence that this highly concentrated fund will beat its Switzerland Large-Cap Morningstar Category peers in the long run on a risk-adjusted basis.
The fund tracks an exchange benchmark, the Swiss Market Index, which is extremely narrow and top-heavy. It includes only 20 constituents, and the top three--Nestle, Novartis, and Roche--account for about 60% of its value, exposing investors to significant firm-specific risk. This make-up also inevitably results in high sector concentration, with healthcare accounting for around 40% of the index's value and consumer goods and financials combined representing another 40%. This makes it a less than ideal investment proposition relative to funds with a broader mandate.
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