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The Swiss Helvetia Fund Inc
The Swiss Helvetia Fund, Inc. is a non-diversified, closed-end management investment company that seeks long-term capital appreciation by investing in a diversified portfolio of equity and equity-linked securities of Swiss companies. It also invests in other securities, such as convertible bonds, warrants, and other derivatives.
Under normal circumstances, the Fund invests at least 80% of its total assets in Swiss securities. The Fund's investment manager is Zurich-based Helvetia Asset Management, AG, a wholly owned subsidiary of Helvetia Holding AG, which has built a reputation as one of Switzerland's preeminent wealth and asset managers. The Fund's shares are listed on the New York Stock Exchange (NYSE) and trade under the ticker symbol "SWZ."
Here are some key points to know about the Swiss Helvetia Fund, Inc.:
Investment strategy: The Fund's investment objective is to seek long-term capital appreciation by investing in a diversified portfolio of equity and equity-linked instruments of Swiss businesses.
Investment Manager: The Swiss Helvetia Fund's investment manager is Helvetia Asset Management, AG, a wholly-owned subsidiary of Helvetia Holding AG, which has established a reputation as one of Switzerland's preeminent wealth and asset managers. The Fund's investment committee comprises experienced financial professionals who apply rigorous fundamental analysis and in-depth due diligence to identify potentially rewarding investment opportunities.
It is important to note that investing in the Swiss Helvetia Fund, Inc. carries risks, including market, industry, and Swiss market risks. The value of the Fund's shares can fluctuate, and there is no assurance that the Fund will achieve its investment objective.
Shareholders: The Swiss Helvetia Fund, Inc. is listed on the New York Stock Exchange (NYSE) and trades under the ticker symbol "SWZ." Shareholders can buy and sell shares on the stock exchange.
It is imperative to carry out extensive study and speak with a financial advisor before making any investment decisions. Please visit the Fund's website or contact a registered investment advisor for further information about the Swiss Helvetia Fund, Inc. for the most recent information and detailed information about the Fund's holdings, performance, and literature.