The Swiss Helvetia Fund Inc. (SWZ)

7.80 +0.09 (+1.10%) At close: 03:59PM EDT

The Swiss Helvetia Fund Inc.

Seven Bryant Park
19th Floor
New York, NY 10018
United States
212-641-3800
https://www.swzfund.com

Sector(s): Financial Services
Industry: Asset Management
Full-time employees: 

Key executives

Name	Title	Pay	Exercised	Year born
Mr. Frederick Skillin	Portfolio Manager	N/A	N/A	N/A
Mr. Stephen M. DeTore	Portfolio Manager	N/A	N/A	N/A

Amounts are as of , and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.

Description

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.

Corporate governance

The Swiss Helvetia Fund Inc.’s ISS governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder rights: N/A; Compensation: N/A.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while 10 indicates higher governance risk.