Raiffeisen Futura Strategy Invest Balanced I CHF Dist

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.