Plan 354 - Active - Selection Balanced EUR

Composition

  • 40% Generali IS Euro Bonds
  • 10% Pioneer Funds - Emerging Markets Bond
  • 10% Pictet Funds (CH)-Bonds EUR R Cap
  • 5% JPMF - Emerging Markets Small Cap Fund A
  • 5% BGF European Special Situations Fund A2
  • 5% Schroder ISF - Swiss Small & Mid Cap Equity Acc A
  • 5% T.Rowe Price Funds SICAV - Japanese Equity Fund
  • 5% Threadneedle (Lux) SICAV - Pan European Small Cap Opportunities
  • 5% JPMF Sterling Bond Fund A (acc.) GBP
  • 5% RobecoSAM Smart Materials B EUR
  • 5% Pictet CH Institutional - Foreign Bonds – P dy CHF

Investment Goal

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

Composition

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