Plan 133 - Income Eur

Composition

  • 45% FORTUNA Europe Balanced Fund EUR
  • 45% Pictet Funds (CH)-Bonds EUR R Cap
  • 5% GAM Europe Focus Fund B
  • 5% UBS (Lux) Strategy Fund - Equity (EUR) B

Investment Goal

Investment Plan No. 141 suits for investors who seek:

  • to invest denominated in Euro in selected European securities with some worldwide diversification
  • 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.

Reports

Archive Quarterly Reports

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