The Swiss Helvetia Fund Inc. (NYSE: SWZ) was established on October 24, 1986, with its registered address in the United States, formerly known as The Helvetia Fund, Inc., which was initiated and managed by Schroder Investment Management North America Inc. Closed-end stock mutual funds. The fund invests in the Swiss public stock market.
The Swiss Helvetia Fund Inc. (SWZ):
The Swiss foundation seeks to invest in company stocks in various industries. The fund invests in the stocks of companies of all market capitalization.
The Swiss foundation adopts a bottom-up stock selection method for basic analysis, focusing on such things as capital appreciation, income, economic and industry trends, management quality, financial conditions, business plans, industry and sector market positions, dividend payout rates, and corporate governance And other factors to create its investment portfolio.
Swiss base closed measures its investment portfolio performance based on the Standard & Poor’s 500 Index and MSCI EAFE Index.