Valitas Index PLUS 5.0 A header image

Valitas Index PLUS 5.0 A

Fund

ISIN CH0482673917 / Valor 48267391

NAV (2026-07-15)
CHF 136.27-0.11%

Valitas Index PLUS 5.0 A
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Valitas Index PLUS 5.0 is a moderate multi-asset fund that offers broad diversification across different investment types in a balanced portfolio. It is aimed at investors who want more growth potential than a cautious allocation, while still keeping diversification across asset classes at the center of the strategy. Multi-asset funds like this are commonly used as a core holding because they spread risk across equities, bonds, and other instruments rather than relying on one market segment. The fund seeks a middle-ground profile between defense and growth, making it suitable for investors with moderate risk tolerance.

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