SGKB (CH) Fund – Strategie Ausgewogen B header image

SGKB (CH) Fund – Strategie Ausgewogen B

Fund

ISIN CH0020306186 / Valor 2030618

NAV (2026-07-02)
CHF 151.07+0.25%

SGKB (CH) Fund – Strategie Ausgewogen B
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The SGKB (CH) Fund Strategie Ausgewogen is a globally diversified investment fund that allocates between 35% and 65% of its portfolio to carefully selected equities and an equal proportion to bonds and liquid assets. By focusing on fundamentally strong stocks and high-quality bonds from around the world, the fund aims to achieve above-average returns while maintaining low volatility. Additionally, the management team has the flexibility to include alternative investments to further enhance the portfolio’s performance, making it ideal for investors seeking balanced, medium-risk global exposure.

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Tags:
global equities debt securities

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OTHER SHARE CLASSES OF THIS FUND

SGKB (CH) Fund - Strategie Ausgewogen V
SGKB (CH) Fund - Strategie Ausgewogen V SGKB (CH) Fund - Strategie Ausgewogen V Valor: 37346536
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Annual Return

-50%0%+50%

Risk level

110
0.26%CHF 134.57
SGKB (CH) Strategie Ausgewogen E
SGKB (CH) Strategie Ausgewogen E SGKB (CH) Strategie Ausgewogen E Valor: 11231592
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Annual Return

-50%0%+50%

Risk level

110
0.26%CHF 120.09