CSA Mixta-BVG Index 100 header image

CSA Mixta-BVG Index 100

Fund

ISIN CH1191106975 / Valor 11911069

NAV (2025-04-16)
CHF 1,099.17-1.03%

CSA Mixta-BVG Index 100
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General Objective

The CSA Mixta-BVG Index 100 investment group aims to make indirect investments globally via indexed funds in equities, replicating the benchmark with the same weighting to achieve long-term growth potential.

Fund Exposure

The fund is primarily exposed to equity investments, comprising between 95% and 100% of the portfolio. It is broadly diversified in one asset class, with a focus on global equities, including top holdings in sectors such as Health Care, Financials, and Information Technology.

Risks

Due to the high equity component of at least 95%, this fund comes with a higher level of risk, requiring an investment time horizon of at least 12 years. Additionally, the fund may exceed the company limit of 5% and is subject to market volatility and currency fluctuations.

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Source

https://www.credit-suisse.com/media/assets/private-banking/docs/ch/privatkunden/finanzplanung/mixta-bvg-index100-en.pdf

Tags:
equities Global csa mixta-bvg index 100

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