Helvetia Allegra 30 A1
ISIN CH0412078328 / Valor 41207832
Helvetia Allegra 30 A1
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Helvetia Allegra 30 is a Swiss mixed fund launched in August 2018 that seeks sustainable returns while carefully balancing risk. The fund’s actively managed portfolio is highly diversified, spanning multiple asset classes, countries, sectors, and currencies. It limits equity exposure to a maximum of 30%, and features a higher proportion of equities and foreign currency investments than typical pension funds. This diversified approach is designed to prioritize long-term security and stability alongside potential profitability.
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