Plan 353 - Active - Selection Income EUR

Composition

  • 40% Generali IS Euro Bonds
  • 20% Pictet Funds (CH)-Bonds EUR R Cap
  • 10% BNY Mellon Emerging Markets Corporate Debt USD A acc
  • 5% Schroder ISF Emerging Asia A Acc USD
  • 5% BGF European Special Situations Fund A2
  • 5% Schroder ISF Global Emerging Market Opportunities A Acc USD
  • 5% JPMF Sterling Bond Fund A (acc.) GBP
  • 5% BGF Sustainable Energy Fund Class A2 Hedged EUR
  • 5% Pictet CH Institutional - Foreign Bonds – P dy CHF

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.