LUKB Expert-Vorsorge 45 E header image

LUKB Expert-Vorsorge 45 E

Fund

ISIN CH0004055171 / Valor 405517

NAV (2025-11-14)
CHF 189.40-0.21%

LUKB Expert-Vorsorge 45 E
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

LUKB Expert-Vorsorge 45 aims to achieve medium- to long-term capital growth and provide regular income by investing approximately 53% of its assets in investment-grade bonds, primarily denominated in Swiss francs. The fund allocates up to 50% to global equities, ensuring diversified exposure to companies worldwide, and around 12% to non-traditional assets such as real estate, precious metals, and other commodities. This balanced approach is designed to optimize growth while generating consistent returns for investors.

Content summarized by AI chatbot
Tags:

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

LUKB Exeprt-Vorsorge 45 N
LUKB Exeprt-Vorsorge 45 N LUKB Exeprt-Vorsorge 45 N
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.28%CHF 107.60