Lienhardt & Partner Core Strategy Fund (CSF) R CHF header image

Lienhardt & Partner Core Strategy Fund (CSF) R CHF

Fund

ISIN CH0562134103 / Valor 56213410

NAV (2025-12-11)
CHF 95.26-0.43%

Lienhardt & Partner Core Strategy Fund (CSF) R CHF
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Lienhardt & Partner Core Strategy (CSF) is a globally diversified fund focused on balancing return and growth by investing primarily in a mix of equities and fixed-income securities. The portfolio typically includes around 40% in stocks and 40% in bonds, with these allocations able to vary between 25-50% for equities and 30-70% for bonds. To further enhance diversification, the fund also allocates up to 10% to commodities and 5% to Swiss real estate funds. This strategic combination aims to provide a well-rounded investment approach across different asset classes and regions.

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OTHER SHARE CLASSES OF THIS FUND

Lienhardt & Partner Core Strategy Fund (CSF) A CHF
Lienhardt & Partner Core Strategy Fund (CSF) A CHF Lienhardt & Partner Core Strategy Fund (CSF) A CHF Valor: 278984
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Annual Return

-50%0%+50%

Risk level

110
-0.43%CHF 90.88
Lienhardt & Partner Core Strategy Fund (CSF) I CHF
Lienhardt & Partner Core Strategy Fund (CSF) I CHF Lienhardt & Partner Core Strategy Fund (CSF) I CHF Valor: 23561627
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Annual Return

-50%0%+50%

Risk level

110
-0.42%CHF 135.87