CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH GBP header image

CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH GBP

Fund

ISIN LU0984160563 / Valor 22635938

NAV (2024-07-23)
GBP 142.59+0.23%

CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH GBP
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General Objective

The fund aims to achieve an appropriate return in Euro by investing in a broadly diversified portfolio of actively managed investment funds, exchange traded funds (ETFs), structured products, and derivatives worldwide in equities, bonds, currencies, and alternative investments.

Fund Exposure

The fund is exposed to a mix of asset classes including 31.81% in equities, 56.59% in fixed income, 5.01% in commodities, and 2.90% in real estate. It also has exposure to various currencies such as EUR, USD, GBP, and JPY, with a duration breakdown of <1 year: 54.93%, 1-3 years: 13.97%, 5-7 years: 27.57%, and >10 years: 3.52%.

Risks

Investing in the fund involves risks, including the risk of loss of capital. Past performance is not indicative of future returns, and neither simulated nor historical performance can reliably predict current or future performance.

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Source

https://www.credit-suisse.com

Tags:
equities fixed income

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OTHER SHARE CLASSES OF THIS FUND

CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR IB
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR IB CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR IB Valor: 24027192
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Annual Return

-50%0%+50%

Risk level

110
0.23%EUR 1,353.71
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR B
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR B CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR B Valor: 22635922
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%EUR 132.40
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH USD
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH USD CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH USD Valor: 22635930
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%USD 153.93
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH CHF
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH CHF CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR BH CHF Valor: 22635925
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Annual Return

-50%0%+50%

Risk level

110
0.22%CHF 121.06
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH CHF
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH CHF CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH CHF Valor: 26368560
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%CHF 109.84
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH GBP
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH GBP CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH GBP Valor: 26369262
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%GBP 128.31
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH USD
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH USD CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UBH USD Valor: 26369836
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%USD 138.73
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UB
CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UB CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Yield EUR UB Valor: 26368451
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%EUR 119.20