Business Description
Total Return Securities Inc. is a US-based closed-end equity fund, formerly known as The Helvetia Fund Inc., that has been operating since October 1986. Managed by Schroder Investment Management North America Inc., the fund focuses on publicly traded Swiss companies across a range of industries and market sizes, with a particular emphasis on value stocks. Investment decisions are guided by in-depth company-level research, taking into account factors such as management quality, financial health, and corporate governance. The fund measures its results against the S&P 500 Index and the MSCI EAFE Index.
