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Swiss Helvetia Fund Inc
C/O U.S. Bank Global Fund Services
615 East Michigan Street
Phone: (212) 867-7660p:212 867-7660 MILWAUKEE, WI  53202  United States Ticker: SWZSWZ

Business Summary
The Swiss Helvetia Fund, Inc. (the Fund) is a non-diversified, closed-end investment company. The Fund's investment objective is to seek long-term growth of capital through investment in equity and equity-linked securities of Swiss companies. The Fund may also acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The Fund primarily invests in securities of Swiss issuers. The Fund also invests in various industries, such as banks, biotechnology, building materials, chemicals, computers, diversified financial services, electric, electronic components and equipment, food, healthcare products, industrials, insurance, machinery-diversified, metal fabricate/hardware, packaging and containers, pharmaceuticals, private equity, retail, semiconductors, preferred stock, short-term investment, and transportation. Schroder Investment Management North America Inc. acts as an investment advisor for the Fund.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/2010-YesYes--Yes

Industries
SIC Code Description
6799 Investors, not elsewhere classified

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board, President, Chief Executive Officer AndrewDakos 49 1/1/2019 1/1/2017
Chief Financial Officer ThomasAntonucci 53 1/1/2019 1/1/2019
Chief Compliance Officer Stephanie L.Darling 52 1/1/2019 1/1/2019
5 additional Officers and Directors records available in full report.

Business Names
Business Name
Swiss Helvetia Fund Inc.
Swiss Helvetia Fund, Inc.
SWZ

General Information
Outstanding Shares: 12,990,705 (As of 7/14/2023)
Stock Exchange: NYSE
Fax Number: (302) 655-5049


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Wednesday, August 30, 2023