AKB Portfoliofonds - AKB Vorsorge 30 CHF ESG Fokus VT header image

AKB Portfoliofonds - AKB Vorsorge 30 CHF ESG Fokus VT

Fund

ISIN CH0436637489 / Valor 43663748

NAV (2026-02-25)
CHF 119.73+0.20%

AKB Portfoliofonds - AKB Vorsorge 30 CHF ESG Fokus VT
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AKB Vorsorge 30 CHF ESG Fokus is a globally diversified investment fund aimed at achieving long-term capital growth and generating income. It allocates between 35% and 65% of its portfolio to debt securities and instruments, and between 20% and 40% to equity securities and similar rights, while also including other approved asset classes. The fund follows occupational pension regulations and may use derivatives to support its investment objectives without leveraging or short selling. It is suitable for investors looking to hold their investment for three to five years or longer.

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Tags:
global allocation mixed assets

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OTHER SHARE CLASSES OF THIS FUND

AKB Portfoliofonds - AKB Vorsorge 30 CHF ESG Fokus A
AKB Portfoliofonds - AKB Vorsorge 30 CHF ESG Fokus A AKB Portfoliofonds - AKB Vorsorge 30 CHF ESG Fokus A Valor: 43663746
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Annual Return

-50%0%+50%

Risk level

110
0.21%CHF 114.94