Be wary if you get a phone call from someone claiming to be an IT support person. When making payments, be sure to check the payee's bank details and the amount. Your log-in details are confidential, never share them with anyone!

BCV-net and BCV Mobile will be unavailable on Saturday 08 March from 10h30 pm until Sunday 09 March 05:00 am due to server maintenance. We apologize for the inconvenience, and thank you for your patience.

Header SMID

Invest in a fund that stands out

An advisor will get back to you
Read the factsheet
C'est intéressant, parce que

Le fonds Swiss small & Mid Caps est

Compétitif

L'indice SPI Extra surperforme les grandes capitalisations suisses sur le long terme

Expliquez-moi

Performant

Le fonds Swiss Small & Mid Caps propose un ratio risque rendement attractif

Dites-m'en plus

Rigoureusement géré

En cobinant processus d'investissement rigoureux et triple analyse des sociétés

Ça m'intéresse
C'est intéressant, parce que

Le fonds Swiss small & Mid Caps est

Compétitif

L'indice SPI Extra surperforme les grandes capitalisations suisses sur le long terme

Expliquez-moi

Performant

Le fonds Swiss Small & Mid Caps propose un ratio risque rendement attractif

Dites-m'en plus

Rigoureusement géré

En cobinant processus d'investissement rigoureux et triple analyse des sociétés

Ça m'intéresse
NUMEROUS ADVANTAGES

The BCV Swiss Small & Mid Caps Equity Fund is:

Competitive

The SPI Extra® has outperformed Swiss large caps over the long term

Find out more

Solid returns

The fund offers an attractive risk/return profile

More information

A recognized approach

Our managers combine a rigorous investment process with a three-way company analysis

Discover
NUMEROUS ADVANTAGES

The BCV Swiss Small & Mid Caps Equity Fund is:

Competitive

The SPI Extra® has outperformed Swiss large caps over the long term

Find out more

Solid returns

The fund offers an attractive risk/return profile

More information

A recognized approach

Our managers combine a rigorous investment process with a three-way company analysis

Discover

COMPETITIVE

Small caps, big opportunities

Around 200 Swiss small- and mid-cap companies make up the SPI Extra®, the flagship index for this market segment.

The SPI Extra® is a very diverse index, and the companies included in it are leaders in their markets. That helps account for why they have considerably outperformed the SMI® heavyweights over the long term.

Talk to a BCV advisor

Large caps
Small caps
10 years
15 years
20 years
25 years

How Swiss small and large caps perform over the long term

Source: LSEC Datastream

Past performance is no guarantee of current or future performance.

Solid returns

Attractive risk/return profile

The BCV Swiss Small & Mid Caps Equity Fund is well positioned relative to its main competitors.

The fund has put in a very solid performance in recent years thanks to our management approach, which focuses on delivering risk-adjusted returns.

Meet with a BCV advisor

Award-winning managers

Our Swiss equity managers, Eric Chassot (CIO Equities) and Sylvain Bornand (Senior Fund Manager), have won Citywire’s Best Portfolio Manager Award for the Equities - Switzerland Small & Medium Companies category.

Citywire fund manager ratings and rankings are the property of Citywire Financial Publishers Ltd. (“Citywire”) and ©Citywire 2026. All rights reserved.

A recognized approach

A three-way, in-depth analysis

Qualitative

Company visits, meetings with management, and strategic analysis

Fundamental

Analysis of financial ratios, and absolute and relative valuations

Behavioral

Analysis of technical stock-price indicators and entry/exit points

Our SRI approach

Exclusion

Screening out companies whose practices are incompatible with our SRI approach.

ESG Integration

Systematically integrating ESG risks and opportunities into traditional financial analysis and investment decisions.

Positive screening/Best-in-class

Selecting companies that have solid ESG ratings from Ethos.

Active ownership

Conducting shareholder engagement and exercising voting rights in line with Ethos’ recommendations.

Exclusion

Screening out companies whose practices are incompatible with our SRI approach.

ESG Integration

Systematically integrating ESG risks and opportunities into traditional financial analysis and investment decisions.

Positive screening/Best-in-class

Selecting companies that have solid ESG ratings from Ethos.

Active ownership

Conducting shareholder engagement and exercising voting rights in line with Ethos’ recommendations.

Want to find out more?

FAQs

The investment universe includes all Swiss companies listed on the Swiss stock market, except for the 20 largest caps.

It is a Swiss-registered fund not subject to Swiss federal stamp duty when you buy or sell fund shares.

It is managed by Eric Chassot and Sylvain Bornand, who have been rated A by Citywire and each have around 25 years of experience.

No, the fund has no minimum investment amount.

The fund has daily liquidity. The order cut-off time at BCV is 2pm.

The fund had over CHF 850m in assets under management at 30 June 2026.


This is an advertisement for a financial instrument within the meaning of the Swiss Financial Services Act (FinSA). It is not an offer, an invitation, or a recommendation to buy or sell specific products. Interim and annual reports, prospectuses, fund contracts, and KIIDs concerning funds managed or distributed by BCV may be obtained free of charge from BCV (place St-François 14, 1003 Lausanne, Switzerland) or from the fund manager Gérifonds SA (https://www.gerifonds.com). The fund is not sustainable within the meaning of the AMAS self-regulation.

Other legal information

Please read our website and email Terms and Conditions before using our website or contacting us by email.

In principle, any information and/or documents appearing on this website that relate to financial instruments or services within the meaning of the Swiss Financial Services Act (FinSA) are considered advertising materials pursuant to this Act.

© 2002-2026 Banque Cantonale Vaudoise, all rights reserved.