Composition
- 30% FORTUNA Bond Fund CHF
- 15% Pictet Funds (CH)-Bonds EUR R Cap
- 10% BSI-Multibond CHF
- 10% DWS (CH) - Bond Fonds (CHF)
- 10% FORTUNA Equity Fund Switzerland
- 10% UBS (CH) Bond Fund - CHF
- 5% BSI-Multinippon
- 5% JSS EmergingSar - Global P USD dist
- 5% UBS (CH) Property Fund - Swiss Mixed «Sima»
Investment Goal
Investment plan No. 301 suits for investors who seek:
- to achieve an attractive long-term yield with a moderate risk by taking advantage of the diversification effect
- an as far as possible constant and diversified long-term investment ensured by the technique of Rebalancing in line with the strategy chosen by the investors themselves
- to invest security-oriented investing only 20%of the portfolio in equities to avoid short-term fluctuations in share prices.