Evelyn Global Balanced Portfolio Clean CHF Acc header image

Evelyn Global Balanced Portfolio Clean CHF Acc

Fund

ISIN IE00BK723K91 / Valor null

NAV (2025-12-04)
CHF 1.12+0.28%

Evelyn Global Balanced Portfolio Clean CHF Acc
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The Evelyn Global Balanced Portfolio seeks long-term growth by investing in a diverse range of international assets. It primarily holds a variety of funds, ETFs, investment trusts, and investment companies that include both company shares and bonds. Additionally, the portfolio includes some financial derivatives linked to bonds and indices, as well as direct investments in bonds. The fund also indirectly invests in commodities, commercial property, and residential property, ensuring a well-rounded and actively managed mix of equities and debt to balance capital growth and income.

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fund of funds international investments

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OTHER SHARE CLASSES OF THIS FUND

Evelyn Global Balanced Portfolio Retail GBP Acc
Evelyn Global Balanced Portfolio Retail GBP Acc Evelyn Global Balanced Portfolio Retail GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
0.28%GBP 1.23
Evelyn Global Balanced Portfolio Institutional USD Acc
Evelyn Global Balanced Portfolio Institutional USD Acc Evelyn Global Balanced Portfolio Institutional USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.54%USD 1.28
Evelyn Global Balanced Portfolio Retail CHF Acc
Evelyn Global Balanced Portfolio Retail CHF Acc Evelyn Global Balanced Portfolio Retail CHF Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.27%CHF 1.07
Evelyn Global Balanced Portfolio Clean USD Acc
Evelyn Global Balanced Portfolio Clean USD Acc Evelyn Global Balanced Portfolio Clean USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%USD 1.32
Evelyn Global Balanced Portfolio A USD Acc
Evelyn Global Balanced Portfolio A USD Acc Evelyn Global Balanced Portfolio A USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%USD 1.27
Evelyn Global Balanced Portfolio Clean GBP Acc
Evelyn Global Balanced Portfolio Clean GBP Acc Evelyn Global Balanced Portfolio Clean GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%GBP 1.28
Evelyn Global Balanced Portfolio Clean EUR Acc
Evelyn Global Balanced Portfolio Clean EUR Acc Evelyn Global Balanced Portfolio Clean EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 1.20
Evelyn Global Balanced Portfolio Retail USD Acc
Evelyn Global Balanced Portfolio Retail USD Acc Evelyn Global Balanced Portfolio Retail USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.18%USD 1.27
Evelyn Global Balanced Portfolio Retail EUR Acc
Evelyn Global Balanced Portfolio Retail EUR Acc Evelyn Global Balanced Portfolio Retail EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 1.15