Plan 355 - Active - Selection Growth EUR

Composition

  • 40% Generali IS Euro Bonds
  • 10% BNY Mellon Emerging Markets Corporate Debt USD A acc
  • 5% BGF European Special Situations Fund A2
  • 5% Pictet Funds (CH)-Bonds EUR R Cap
  • 5% Edgewood L Select SICAV - US Select Growth
  • 5% T.Rowe Price Funds SICAV - Japanese Equity Fund
  • 5% BGF United Kingdom A2 GBP
  • 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% Schroder ISF Emerging Asia A Acc USD
  • 5% Pictet (CH)-Swiss Equities-P

Investment Goal

The purpose of the strategy of the investment plan ACTIVE – SELECTION GROWTH EUR is to achieve an attractive long-term yield with a moderate risk by taking advantage of the diversification effect. Regular rebalancing ensures that the ratio between the funds contained in the portfolio remains as constant as possible.