Raiffeisen Futura - Strategy Invest Balanced B header image

Raiffeisen Futura - Strategy Invest Balanced B

Fund

ISIN CH0560888262 / Valor 56088826

NAV (2025-11-18)
CHF 168.71-0.38%

Raiffeisen Futura - Strategy Invest Balanced B
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Raiffeisen Futura strategy Invest Bal aims to deliver steady income, capital growth, and preserve asset value by primarily investing in interest-bearing securities and up to 55% in stocks and similar equities with a focus on sustainability. The fund’s portfolio includes up to 10% in asset- or mortgage-backed securities, convertible bonds, and distressed securities, up to 15% in below investment-grade receivables, and up to 40% in money market instruments from various types of issuers. Additionally, it holds global equity and receivable securities of companies and may use derivatives to effectively manage the portfolio.

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OTHER SHARE CLASSES OF THIS FUND

Raiffeisen Futura Strategy Invest Balanced I CHF Dist
Raiffeisen Futura Strategy Invest Balanced I CHF Dist Raiffeisen Futura Strategy Invest Balanced I CHF Dist Valor: 11468710
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Annual Return

-50%0%+50%

Risk level

110
-0.38%CHF 96.55
Raiffeisen Futura - Strategy Invest Balanced A
Raiffeisen Futura - Strategy Invest Balanced A Raiffeisen Futura - Strategy Invest Balanced A Valor: 56088822
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Annual Return

-50%0%+50%

Risk level

110
-0.38%CHF 127.38