Plan 130 - Income BSI CHF

Composition

  • 40% BSI Global Dynamic
  • 40% FORTUNA Europe Balanced Fund CHF
  • 10% BSI-Multinvest - US Stocks A
  • 10% Man Convertibles Japan

Investment Goal

In the interests of achieving capital growth, approximately 20% of the portfolio is invested in equities. The remaining units are invested in bonds, cash and cash equivalents in order to guarantee a high degree of stability. The investment is primarily made in Swiss francs, US dollars and Euros, which are strong currencies. Man Investments' «Convertibles Japan» fund, having low correlation with the other securities, offers additional opportunities for growth and contributes to a broad diversification.

Composition

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