Composition
- 40% FORTUNA Europe Balanced Fund CHF
- 40% CS (Lux) Swiss Franc Bond Fund B
- 20% Julius Baer Europe Focus Fund B
Investment Goal
Investement Plan No. 140 suits for investors who seek:
- to invest denominated in Swiss Francs
- to invest security oriented and follow a conservative investment policy with limited risk
- to stress constant growth without larger price swings
- to decide for a short to medium investment horizon.