Swiss World Invest - Vermögensverwaltungsfonds Klassisch

The main objective of this investment fund is to achieve steady asset growth. The fund utilizes money market funds, bond funds, and funds that primarily invest in equities or equity-related securities to achieve this objective. The Investment Manager adjusts the allocation of these instruments within a range of 30% to 70% based on the current market assessment.

This fund is exposed to a mix of asset classes, including equities, bonds, and cash. The fund's portfolio consists of approximately 48.42% equities, 50.78% bonds, and 0.87% cash. The fund also has exposure to different currencies, with approximately 60.15% in EUR and 38.98% in USD.

Some of the risks associated with this fund include market fluctuations that could result in the loss of total capital, liquidity risk due to difficulties in finding buyers for certain securities, and currency risk arising from investments in assets denominated in a currency different from the fund's base currency. These risks could impact the value of the fund's assets and overall performance.

https://www.swissworldinvest.com/