Mandate Profile:
- Client Type: Swiss Health Insurance
- Target Investment Volume: 30 m. CHF
- Investment Universe: Global Small & Mid Cap Equities
- Investment Restrictions: Emerging Markets Exposure of up to a Maximum of 20 % permitted; Minimum Fund Size > 100 m. CHF; Securities Lending prohibited
- Benchmark: e.g. MSCI AC World Small Cap Net Return Index, MSCI World Small Cap Net Return Index, MSCI World Mid Cap Net Return, MSCI World SMID Cap Net Return etc.
- Target Tracking Error: not restricted
- Currency Hedging: unhedged
- Derivatives: allowed
- Investment Style: active, long-only
- Investment Vehicle: Mutual Fund preferred, Segregated Account possible
Deadline: Tuesday, March 1st, 2022 (COB)
