TKB Vermögensverwaltung Fonds - TKB Vermögensverwaltung - Ausgewogen ESG (CHF) V
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General Objective
The main objective of this fund is to generate long-term capital growth along with an adequate income for investors. Fund units are issued and redeemed on a daily basis in Switzerland.
Fund Exposure
As an umbrella fund, this fund invests globally in equities and bonds, with a restriction that not more than 60% of its assets may be invested in equity securities. Additionally, the fund may also make indirect investments in real estate, precious metals, commodities, and hedge funds. Derivatives may be utilized to achieve the investment objective.
Risks
Some of the risks associated with this fund include interest-rate curve fluctuations, interest-rate increases, price fluctuations in the share market and company-specific price fluctuations, as well as foreign currency risks. It is important to note that there is no capital guarantee or capital protection provided with this fund.