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Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A CHF header image

Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A CHF

Fund

ISIN IE00BM97KZ04 / Valor 54119914

NAV (2025-12-04)
CHF 109.71+0.01%

Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A CHF
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Next Generation Morningstar Glbl Cau Fd invests in a diversified global portfolio that includes fixed income and cash equivalents, a wide range of international and regional equities, and global real estate assets through index-tracking funds and ETFs. By combining these different types of investments, the fund aims to achieve a balance between growing capital and preserving it over the medium term.

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multi asset balanced

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OTHER SHARE CLASSES OF THIS FUND

Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A EUR
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A EUR Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A EUR Valor: 54119910
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Annual Return

-50%0%+50%

Risk level

110
0.01%EUR 118.11
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A USD
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A USD Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A USD Valor: 54119911
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%USD 128.94
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A AUD
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A AUD Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A AUD Valor: 54119917
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%AUD 120.48
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A GBP
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A GBP Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Cautious Fund A GBP Valor: 54119908
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 127.48
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