Plan 76 - Komfort 30


  • 100% Generali Komfort Strategie 30

The Komfort investment plan is suitable for investors who subscribe to the theory that funds that are close to the market obtain better yields over the long term than funds seeking to outperform the markets with active management, and furthermore want to be secure in the knowledge that their investments are being professionally managed and are in safe hands.

Investment Goal

The «Komfort 30» investment plan consists of the «Generali Komfort Strategie 30» umbrella fund whose strategy is to invest in line with the market. The umbrella fund closely tracks the large, liquid reference indices «EURO STOXX 50» and «JP Morgan EMU Government Bonds», which it seeks to replicate as exactly as possible. The target equity component is 30%, and investments are primarily made in EUR. The objective of this strategy is to grow assets over the long term while keeping price fluctuations to a relatively low level.


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