Composition
- 40% Generali IS Euro Bonds
- 10% BNY Mellon Emerging Markets Corporate Debt USD A acc
- 10% Pictet Funds (CH)-Bonds EUR R Cap
- 5% Pictet Funds (CH) - Swiss Equities-P
- 5% BGF European Special Situations Fund A2
- 5% Schroder ISF Global Emerging Market Opportunities A Acc USD
- 5% Pictet - Japanese Equity Selection P JPY
- 5% DWS Invest ESG European Small/Mid Cap LC
- 5% Invesco Sterling Bond Fund Z GBP acc
- 5% BGF Sustainable Energy Fund Class A2 Hedged EUR
- 5% CS (CH) Global Corporate Bond Fund BH 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.