Plan 353 - Active - Selection Income EUR

Composition

  • 40% Generali IS Euro Bonds
  • 20% Schroder ISF Euro Bond A acc
  • 10% Pioneer Funds - Emerging Markets Bond
  • 5% JPMF - Emerging Markets Small Cap Fund A
  • 5% BGF European Special Situations Fund A2
  • 15% Comgest Growth Asia Pac ex Japan Acc
  • 5% JPMF Sterling Bond Fund A (acc.) GBP
  • 5% RobecoSAM Smart Materials B EUR
  • 5% CS (CH) Government CHF Bond Fund

Investment Goal

The purpose of the strategy of the investment plan ACTIVE - SELECTION INCOME EUR is to achieve an attractive long-term yield with a moderate risk. Regular rebalancing ensures that the ratio between the funds contained in the portfolio remains constant.

Composition

Archive Quarterly Reports

{{$select.selected.year}}