Composition
- 25% GENERALI Bond Fund CHF
- 15% Pictet Funds (CH)-Bonds EUR R Cap
- 15% GENERALI Equity Fund Switzerland
- 10% CS (Lux) Swiss Franc Bond Fund B
- 10% DWS Invest European Equity High Conviction
- 5% Fidelity Funds - Sustainable Japan Equity Fund
- 5% JPMF - US Bond Fund - A (acc.)
- 5% JSS Sustainable Equity - Systematic Emerging Markets
- 5% UBS (CH) Property Fund - Swiss Mixed «Sima»
- 5% UBAM - US Equity Growth -AC-
Investment Goal
Investment plan 302 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 expect a long-term capital growth through the investment of 40% of the portfolio in equities.