Plan 302 - Active - Diversified Growth CHF

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.

Composition

Archive Quarterly Reports

{{$select.selected.year}}