Evelyn Global Income Portfolio Retail CHF Acc header image

Evelyn Global Income Portfolio Retail CHF Acc

Fund

ISIN IE00BK723103 / Valor null

NAV (2025-12-11)
CHF 1.07+0.41%

Evelyn Global Income Portfolio Retail CHF Acc
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The Evelyn Global Income Portfolio aims to generate steady income and long-term growth by investing in a wide range of global underlying funds, including mutual funds, ETFs, investment trusts, and companies that primarily hold bonds and bond-related instruments. It focuses on income-oriented strategies by selecting income-focused shares and may also directly invest in bonds, as well as in commodities and real estate. Actively managed, the portfolio continually adjusts its asset selection, regional exposure, and sector allocations to optimize income and growth while keeping return fluctuations low.

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bonds income

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OTHER SHARE CLASSES OF THIS FUND

Evelyn Global Income Portfolio Clean GBP Acc
Evelyn Global Income Portfolio Clean GBP Acc Evelyn Global Income Portfolio Clean GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
0.42%GBP 1.21
Evelyn Global Income Portfolio Clean GBP Dist
Evelyn Global Income Portfolio Clean GBP Dist Evelyn Global Income Portfolio Clean GBP Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%GBP 1.18
Evelyn Global Income Portfolio Retail GBP Acc
Evelyn Global Income Portfolio Retail GBP Acc Evelyn Global Income Portfolio Retail GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%GBP 1.23
Evelyn Global Income Portfolio Retail GBP Dist
Evelyn Global Income Portfolio Retail GBP Dist Evelyn Global Income Portfolio Retail GBP Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.40%GBP 1.12
EvelynGlobal Income Portfolio Retail EUR Acc
EvelynGlobal Income Portfolio Retail EUR Acc EvelynGlobal Income Portfolio Retail EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
0.42%EUR 1.15
Evelyn Global Income Portfolio Retail USD Acc
Evelyn Global Income Portfolio Retail USD Acc Evelyn Global Income Portfolio Retail USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%USD 1.27
Evelyn Global Income Portfolio Clean USD Acc
Evelyn Global Income Portfolio Clean USD Acc Evelyn Global Income Portfolio Clean USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.42%USD 1.32