Why ams AG is our largest holding - Urs Beck

SPONSORED BY : EFG Asset Management

By EFG Asset Management

Added 1st May 2017

Three years after launch, the New Capital Swiss Select Equity Fund is five-star Morningstar rated and has produced an annualised return of 14.19% since inception. How does the Fund's biggest holding, ams, contribute to its performance?

Why ams AG is our largest holding - Urs Beck

Fund manager Urs Beck has 20 years' experience in Swiss Equities and knows all 150 investable stocks well. The largest holding, ams, is an electronics specialist led by CEO Alexander Everke. The New Capital Swiss Select Equity Fund holds more of this firm than any other. Beck is persuaded by the company's figures and some clever calls made by Everke.

To find out more about the stock as well as the Fund's structure and strategy, and how it fits with the Swiss equities market generally, visit our New Capital Swiss Select Equity Fund microsite

What's next? 

If you want to know more about the Fund, or join manager Urs Beck at one of our upcoming roundtable discussions, please sign up to our mailing list.

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