Swiss Helvetia Fund

The Swiss Helvetia Fund, Inc., now Total Return Securities Fund, is a non-diversified, closed-end investment company. It exclusively invests in equity and equity-linked securities of Swiss companies, offering direct market exposure. An active management strategy guides portfolio construction for long-term capital appreciation.

Established on October 24, 1986, The Swiss Helvetia Fund originated as a U.S.-domiciled vehicle for accessing Swiss equity. Its founding insight identified a need for a structured product, enabling investors to participate directly in Swiss corporate growth and their stable economy.

The fund serves investors seeking specialized exposure to Swiss companies via a professionally managed portfolio. Clientele includes individuals and institutions pursuing diversification and long-term growth in an international market. The vision focuses on consistently delivering capital appreciation by identifying value within the Swiss equity and equity-linked securities.