Plan 142 - Balanced EUR

Composition

  • 40% Pictet Funds (CH)-Bonds EUR R Cap
  • 40% FORTUNA Europe Balanced Fund EUR
  • 15% Julius Baer Europe Focus Fund B
  • 5% UBS (Lux) Strategy Fund - Equity (EUR) B

Investment Goal

Investment Plan No. 142 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.

Composition

Archive Quarterly Reports

{{$select.selected.year}}