Plan 140 - Balanced CHF

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.

Composition

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