Composition
- 30% GENERALI Bond Fund CHF
- 15% Pictet Funds (CH)-Bonds EUR R Cap
- 10% CS (Lux) Swiss Franc Bond Fund B
- 10% JSS Sustainable Bond CHF P CHF dist
- 10% GENERALI Equity Fund Switzerland
- 10% UBS (CH) Bond Fund - CHF
- 5% Fidelity Funds - Sustainable Japan Equity Fund
- 5% JSS Sustainable Equity - Systematic Emerging Markets
- 5% UBS (CH) Property Fund - Swiss Mixed «Sima»
Investment Goal
Investment plan No. 301 suits for investors who seek:
- to achieve an attractive long-term yield with a moderate risk by taking advantage of the diversification effect
- an as far as possible constant and diversified long-term investment ensured by the technique of Rebalancing in line with the strategy chosen by the investors themselves
- to invest security-oriented investing only 20%of the portfolio in equities to avoid short-term fluctuations in share prices.