VF (CH) - Valiant Helvétique Balanced VA header image

VF (CH) - Valiant Helvétique Balanced VA

Fund

ISIN CH0364960242 / Valor 36496024

NAV (2025-11-17)
CHF 127.92-0.43%

VF (CH) - Valiant Helvétique Balanced VA
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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.

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Tags:
flexible allocation spi swiss securities

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OTHER SHARE CLASSES OF THIS FUND

VF (CH) - Valiant Helvétique Balanced ID
VF (CH) - Valiant Helvétique Balanced ID VF (CH) - Valiant Helvétique Balanced ID Valor: 36496022
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Annual Return

-50%0%+50%

Risk level

110
-0.43%CHF 116.98