FORMAT Ausgewogen Plus Z (CHF)

FORMAT Ausgewogen Plus aims to provide a balanced approach to growth and income by investing up to 50% in Swiss-listed stocks and the remaining portion in a diverse range of global bonds issued by both private and public entities. The fund includes fixed and floating-rate debt securities and may utilize derivative instruments to support its investment and risk management strategies. This combination of equities and bonds is designed to achieve regular income while fostering long-term capital appreciation.