VF (CH) - Valiant Helvétique Balanced ID
Fund
ISIN CH0364960226 / Valor 36496022
NAV (2025-11-20)
CHF 116.56-0.03%
VF (CH) - Valiant Helvétique Balanced ID
UMushroom community rating:
VF (CH) - Valiant Helvétique Balanced aims for long-term growth while focusing on protecting capital during volatile markets. The fund’s portfolio is diversified, with 30% to 85% invested in Swiss bonds and similar fixed-income instruments, and 30% to 50% allocated to global company shares and related equities. By adjusting these allocations based on market conditions, the fund maintains a balanced approach to achieve its growth and preservation objectives.
Ratings & reviews
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Innovation:
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