Plan 132 - Growth BSI CHF

Composition

  • 40% FORTUNA Europe Balanced Fund CHF
  • 25% BSI Global Dynamic
  • 25% BSI-Multinvest - US Stocks A
  • 10% Man Convertibles Japan

Investment Goal

In the interests of achieving attractive capital growth in the longer term, approximately 40% of the portfolio is invested in equities. The remaining units are invested in bonds, cash and cash equivalents in order to limit risk. 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

Archive Quarterly Reports

{{$select.selected.year}}