Composition
- 25% FORTUNA Bond Fund CHF
- 15% Pictet Funds (CH)-Bonds EUR R Cap
- 15% FORTUNA Equity Fund Switzerland
- 10% DWS (CH) - Bond Fonds (CHF)
- 10% DWS Invest European Equities
- 5% BSI-Multibond USD
- 5% BSI-Multinippon
- 5% JSS EmergingSar - Global P USD dist
- 5% UBS (CH) Property Fund - Swiss Mixed «Sima»
- 5% UBAM – AJO US Equity Value
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.