BCF / FKB (CH) Funds - BCF / FKB (CH) Active Balanced (CHF) A header image

BCF / FKB (CH) Funds - BCF / FKB (CH) Active Balanced (CHF) A

Fund

ISIN CH0431365771 / Valor 43136577

NAV (2025-11-11)
CHF 116.92+0.44%

BCF / FKB (CH) Funds - BCF / FKB (CH) Active Balanced (CHF) A
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BCF/FKB (CH) Funds Active Balanced (CHF) aims to deliver regular income and long-term growth by investing globally in a diverse mix of bonds, equities, and other assets. The portfolio specifically allocates between 30% and 50% to equities, ensuring a balanced approach with the remaining investments spread across various bonds and other instruments. Most of the fund’s holdings are in Swiss francs, with no more than 30% exposed to foreign currencies. This strategy provides a well-rounded investment foundation designed to achieve steady income while seeking capital appreciation over time.

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Tags:
spi balanced swiss pension

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OTHER SHARE CLASSES OF THIS FUND

BCF / FKB (CH) Funds - BCF / FKB (CH) Active Balanced (CHF) AP
BCF / FKB (CH) Funds - BCF / FKB (CH) Active Balanced (CHF) AP BCF / FKB (CH) Funds - BCF / FKB (CH) Active Balanced (CHF) AP Valor: 43136579
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Annual Return

-50%0%+50%

Risk level

110
0.44%CHF 115.39