LUKB Expert-Ertrag
Fund
ISIN CH0002773403 / Valor 277340
NAV (2025-11-14)
CHF 158.50-0.38%
LUKB Expert-Ertrag
UMushroom community rating:
LUKB Expert-Ertrag seeks to provide regular income and long-term growth by investing at least 55% of its portfolio in high-quality government and corporate bonds, primarily in Swiss francs. Additionally, around 30% of the fund is allocated to stocks and alternative investments, including real estate, precious metals, and various other commodities. This diversified approach aims to balance stable income from bonds with growth potential from equities and non-traditional assets.
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