SYNCHRONY LPP FUNDS - Synchrony LPP 40 B header image

SYNCHRONY LPP FUNDS - Synchrony LPP 40 B

Fund

ISIN CH0026517703 / Valor 2651770

NAV (2025-11-19)
CHF 135.15+0.28%

SYNCHRONY LPP FUNDS - Synchrony LPP 40 B
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Synchrony LPP 40 is an actively managed investment fund that seeks a balanced approach between fixed income and capital growth by investing in a diversified portfolio of equities, investment-grade bonds, real estate, and money market instruments. The fund places a strong emphasis on the Swiss market, allocating a significant portion of its investments within Switzerland while limiting foreign currency exposure to no more than 30%. By combining U.S. and Swiss equities with other asset classes, Synchrony LPP 40 aims to achieve moderate risk while reflecting the investment strategy of the BCGE Group.

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Tags:
switzerland moderate risk pictet lpp 40

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OTHER SHARE CLASSES OF THIS FUND

Synchrony LPP 40 J
Synchrony LPP 40 J Synchrony LPP 40 J Valor: 11399958
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Annual Return

-50%0%+50%

Risk level

110
0.28%CHF 137.65
SYNCHRONY LPP FUNDS - Synchrony LPP 40 A
SYNCHRONY LPP FUNDS - Synchrony LPP 40 A SYNCHRONY LPP FUNDS - Synchrony LPP 40 A Valor: 21737080
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Annual Return

-50%0%+50%

Risk level

110
0.28%CHF 116.16