Swiss Rock (LUX) Sicav - Dachfonds Ausgewogen A

Swiss Rock Dachfonds Ausgewogen is an actively managed fund designed to generate returns in euros by balancing interest income with capital growth. Its portfolio includes a minimum of 25% invested in equities listed on regulated exchanges or in funds that allocate similarly to such stocks, while ensuring that equity-related investments do not exceed 75% of the total holdings. Additionally, the fund allocates funds to fixed or variable-rate bonds, debt securities, money market instruments, and other recognized securities. The investment manager has full authority to determine the asset composition to optimize the fund’s performance.