Helvetia Allegra Aktien Global Fokus Schweiz R1 header image

Helvetia Allegra Aktien Global Fokus Schweiz R1

Fund

ISIN CH1360215334 / Valor 13602153

NAV (2025-11-20)
CHF 107.83-0.30%

Helvetia Allegra Aktien Global Fokus Schweiz R1
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Helvetia Allegra Aktien Global Fokus CH aims to deliver sustainable long-term returns by investing in a diversified global equity portfolio, with a strong emphasis on the Swiss market and high-dividend Swiss stocks. In addition to a broad range of international equities, the fund includes investments in Swiss bonds, other collective investment schemes, and structured products. This combination helps balance growth potential with stability, focusing particularly on profitability within the Swiss financial landscape.

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Tags:
msci world high dividend swiss market

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OTHER SHARE CLASSES OF THIS FUND

Helvetia Allegra Aktien Glbl Fks CH A1
Helvetia Allegra Aktien Glbl Fks CH A1 Helvetia Allegra Aktien Glbl Fks CH A1 Valor: 13602153
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Annual Return

-50%0%+50%

Risk level

110
-0.29%CHF 107.85
Helvetia Allegra Aktien Global Fokus Schweiz H1D
Helvetia Allegra Aktien Global Fokus Schweiz H1D Helvetia Allegra Aktien Global Fokus Schweiz H1D Valor: 13602153
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.29%CHF 108.19