Evelyn Global Balanced Portfolio Retail CHF Acc header image

Evelyn Global Balanced Portfolio Retail CHF Acc

Fund

ISIN IE00BK723C18 / Valor null

NAV (2025-01-10)
CHF 1.02-0.24%

Evelyn Global Balanced Portfolio Retail CHF Acc
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General Objective

The fund aims to achieve a reasonable level of growth from capital and income over the longer-term.

Fund Exposure

The fund primarily holds investments in funds, ETFs, investment trusts, and investment companies that invest in shares of companies and debt instruments. It may also invest in financial contracts, derivatives, bonds, commodities, commercial property, and residential property. The fund has a global investment approach.

Risks

The fund may be exposed to risks associated with investing in financial contracts, derivatives, and international markets. Additionally, as an actively managed fund, there is a risk that the investment manager's decisions may not achieve the fund's objectives. Investors should refer to the Prospectus and Fund Supplement for full details on the fund's investment objectives and policies.

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Source

https://www.evelyn.com/media/v03odne1/evelyn-global-balanced-portfolio-retail-chf-acc-eu-kid.pdf

Tags:
fund of funds international investments

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OTHER SHARE CLASSES OF THIS FUND

Evelyn Global Balanced Portfolio Clean USD Acc
Evelyn Global Balanced Portfolio Clean USD Acc Evelyn Global Balanced Portfolio Clean USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.22%USD 1.21
Evelyn Global Balanced Portfolio Retail EUR Acc
Evelyn Global Balanced Portfolio Retail EUR Acc Evelyn Global Balanced Portfolio Retail EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 1.08
Evelyn Global Balanced Portfolio Institutional USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.23%USD 1.19
Evelyn Global Balanced Portfolio C USD Acc
Evelyn Global Balanced Portfolio C USD Acc Evelyn Global Balanced Portfolio C USD Acc
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Annual Return

-50%0%+50%

Risk level

110
0.02%USD 1.19
Evelyn Global Balanced Portfolio Clean CHF Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.24%CHF 1.07
Evelyn Global Balanced Portfolio Clean EUR Acc
Evelyn Global Balanced Portfolio Clean EUR Acc Evelyn Global Balanced Portfolio Clean EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.23%EUR 1.12
Evelyn Global Balanced Portfolio Retail USD Acc
Evelyn Global Balanced Portfolio Retail USD Acc Evelyn Global Balanced Portfolio Retail USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.22%USD 1.17
Evelyn Global Balanced Portfolio A USD Acc
Evelyn Global Balanced Portfolio A USD Acc Evelyn Global Balanced Portfolio A USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.23%USD 1.17
Evelyn Global Balanced Portfolio Clean GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.22%GBP 1.17
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
-0.22%GBP 1.13