Valitas Diversified 5.0 A

Valitas Diversified 5.0 is a moderate multi-asset portfolio that combines equities, bonds, and alternative investments in a single diversified solution. It is designed for investors seeking a balanced approach with more growth potential than a cautious allocation, while still keeping a meaningful fixed income component. The underlying holdings include Swiss and international bond funds, equity funds, and selected alternatives, reflecting a broad portfolio construction across asset classes and regions. It suits investors who want a medium-risk portfolio with both income and capital growth potential.