Plan 131 - Balanced BSI CHF

Composition

  • 40% FORTUNA Europe Balanced Fund CHF
  • 30% BSI Global Dynamic
  • 20% BSI-Multinvest - US Stocks A
  • 10% Man Convertibles Japan

Investment Goal

  

In the interests of achieving attractive capital growth in the medium term, approximately 30% of the portfolio is invested in equities. The remaining units are invested in bonds, cash and cash equivalents in order to keep risk moderate. 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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