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SGVP Circle Fund
With the SGVP Circle Fund, we offer our investors access to a unique portfolio consisting of approximately 70-100 handpicked equity papers.
The fund invests globally in listed companies which, according to the analysis of SG Value Partners, are traded at a significant discount to their calculated intrinsic value.
The fund has the opportunity to invest in less liquid assets and has virtually no overlap with common global stock indices.
The SGVP Circle Fund is an investment fund of Swiss law of the type 'securities fund' and can be subscribed and redeemed weekly (see NAV timetable).
Current data
Please note:
The availability of the fund depends on your profile (domicile, investor type).
Performance chart
Performance table
| Time period | SGVP Circle Fund CHF - A1 |
|---|---|
| October 26 | -2.1% |
| Current year | 12.78% |
| 1 year | 19.7% |
| since inception (p.a.) | 17.89% |
Performance figures as of: 10/01/2026 | Inception on: 09/28/2023
Why invest
01
Unique portfolio without overlap with common stock indices
02
Invest with an entrepreneurial perspective and long-term horizon
03
Low valuations as the main driver for investments
04
Hybrid between fund and mandate
Information
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