SGVP Circle Fund

With the SGVP Circle Fund, we offer our investors access to a unique portfolio consisting of around 70-100 hand-picked equity securities.

The fund invests worldwide in listed companies which, according to SG Value Partners' analysis, are trading at a significant discount to their calculated intrinsic value.

The fund has the opportunity to invest in less liquid stocks and has virtually no overlap with the common global equity indices.

The SGVP Circle Fund is an investment fund under Swiss law of the type "securities funds" and can be subscribed to and redeemed on a weekly basis (please refer to the NAV timetable).

Product information

Regulatory Disclaimer:

The availability of the funds depends on your profile (domicile, investor type).

This investment product may be marketed to private individuals only in the event they are domiciled in Switzerland and Germany. In all other cases, this publication may only be marketed to professional investors and eligible counterparties within the meaning of the Swiss FinSA or the EU Directive 2014/65/EU (MiFID II).

Sustainability-related disclosures / engagement policy:
Information pursuant to Art. 10 SFDR

Why invest

Unique portfolio that has no overlap with widely used global equity indices

Invest with an entrepreneurs’ view and a long-term horizon

Low valuation is the key factor for investments

Hybrid between mutual fund and discretionary mandate

Interested in additional information?

Contact us