U Asset Allocation - Calm Sea EUR MD Inc

U Asset Allocation Calm Sea EUR aims for steady capital growth by diversifying its investments across multiple asset classes with a strong emphasis on sustainability. The portfolio includes up to 65% in equities and equity-like instruments, ensuring at least 10% is invested in Swiss stocks. It also allocates up to 25% to alternative investments and up to 50% to money market instruments. Additionally, the fund invests up to 100% in fixed income, which may include contingent convertible bonds, asset-backed securities, mortgage-backed securities, and catastrophe bonds, as well as up to 20% in convertible bonds. All investments are selected based on comprehensive environmental, social, and governance (ESG) criteria.