Plan 355 - Active - Selection Growth EUR

Composition

  • 40% Generali IS Euro Bonds
  • 10% Pioneer Funds - Emerging Markets Bond
  • 5% BGF European Special Situations Fund A2
  • 5% Aberdeen Global Japanese Equity "A" (JPY) ACC
  • 5% Comgest Growth Asia Pac ex Japan Acc
  • 5% Threadneedle UK Select Fund – Retail Net Inc. GBP
  • 5% Robeco BP US Select Opportunities Equities D USD
  • 5% JPMF - Europe Small Cap A (acc) - EUR
  • 5% JPMF Sterling Bond Fund A (acc.) GBP
  • 5% RobecoSAM Smart Materials B EUR
  • 5% Schroder ISF Euro Bond A acc
  • 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.

Composition

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