Auris - Diversified Beta R CHF hedged Cap header image

Auris - Diversified Beta R CHF hedged Cap

Fund

ISIN LU1531731179 / Valor null

NAV (2025-11-11)
CHF 110.19+0.37%

Auris - Diversified Beta R CHF hedged Cap
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Auris Diversified Beta is a UCITS fund launched in January 2018 that builds a balanced portfolio consisting of 66 equities and 91 bonds. It strategically allocates investments to short-term Euro MTS bonds, Eurostoxx 50 stocks with reinvested dividends, and EONIA deposits. This diversified approach aims to smooth out capital fluctuations and harness multiple sources of performance, effectively managing risk while seeking to outperform a composite benchmark.

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Tags:
debt euro stoxx 50 eonia capital markets euro mts 1-3 years

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OTHER SHARE CLASSES OF THIS FUND

Auris - Diversified Beta N Cap
Auris - Diversified Beta N Cap Auris - Diversified Beta N Cap
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Annual Return

-50%0%+50%

Risk level

110
0.36%EUR 127.63
Auris - Diversified Beta I Cap
Auris - Diversified Beta I Cap Auris - Diversified Beta I Cap
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Annual Return

-50%0%+50%

Risk level

110
0.36%EUR 14,314.08
Auris - Diversified Beta R Cap
Auris - Diversified Beta R Cap Auris - Diversified Beta R Cap
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Annual Return

-50%0%+50%

Risk level

110
0.37%EUR 120.83