Plan 354 - Active - Selection Balanced EUR


  • 40% Generali IS Euro Bonds
  • 10% BNY Mellon Emerging Markets Corporate Debt USD A acc
  • 10% Pictet Funds (CH)-Bonds EUR R Cap
  • 5% Pictet Funds (CH) - Swiss Equities-P
  • 5% BGF European Special Situations Fund A2
  • 5% Schroder ISF Global Emerging Market Opportunities A Acc USD
  • 5% T.Rowe Price Funds SICAV - Japanese Equity Fund
  • 5% Threadneedle (Lux) SICAV - Pan European Small Cap Opportunities
  • 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 BALANCED 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.