BEKB Strategiefonds - BEKB Strategiefonds Einkommen It header image

BEKB Strategiefonds - BEKB Strategiefonds Einkommen It

Fund

ISIN CH0303960352 / Valor 30396035

NAV (2026-03-25)
CHF 116.72+0.63%

BEKB Strategiefonds - BEKB Strategiefonds Einkommen It
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BEKB Strategiefonds Einkommen aims to generate income and capital growth by investing internationally, primarily through other funds. The portfolio consists of 49% to 77% in bonds and debt securities, ensuring steady income, and 10% to 30% in shares and equity securities for potential capital gains. Additionally, the fund may include other approved assets and utilizes derivatives to help achieve its goals. Most of its investments come from within the BEKB investment universe, providing a focused and diversified approach suitable for investors with a medium to long-term horizon.

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Tags:
International bonds msci world

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OTHER SHARE CLASSES OF THIS FUND

BEKB Strategiefonds - BEKB Strategiefonds Einkommen Nt
BEKB Strategiefonds - BEKB Strategiefonds Einkommen Nt BEKB Strategiefonds - BEKB Strategiefonds Einkommen Nt Valor: 30396037
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Annual Return

-50%0%+50%

Risk level

110
0.62%CHF 119.65
BEKB Strategiefonds - BEKB Strategiefonds Einkommen B
BEKB Strategiefonds - BEKB Strategiefonds Einkommen B BEKB Strategiefonds - BEKB Strategiefonds Einkommen B Valor: 30396032
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Annual Return

-50%0%+50%

Risk level

110
0.62%CHF 111.09
BEKB Strategiefonds - BEKB Strategiefonds Einkommen A
BEKB Strategiefonds - BEKB Strategiefonds Einkommen A BEKB Strategiefonds - BEKB Strategiefonds Einkommen A Valor: 30396029
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Annual Return

-50%0%+50%

Risk level

110
0.63%CHF 108.71