VP Bank Strategy Fund Balanced (CHF) B header image

VP Bank Strategy Fund Balanced (CHF) B

Fund

ISIN LI0014803709 / Valor 1480370

NAV (2026-08-20)
CHF 1,996.30-0.19%

VP Bank Strategy Fund Balanced (CHF) B
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VP Bank Strategy Fund Balanced (CHF) invests globally across a wide range of asset classes, including individual stocks, exchange-traded funds (ETFs), actively managed funds, and derivative strategies that control risk. The fund actively allocates its investments to achieve steady and above-average returns compared to the capital markets, while maintaining broad diversification and a long-term investment approach. Additionally, it typically hedges foreign currency exposure to manage international investment risks effectively.

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Tags:
equities bonds

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OTHER SHARE CLASSES OF THIS FUND

VP Bank Strategy Fund Balanced CHF BI
VP Bank Strategy Fund Balanced CHF BI VP Bank Strategy Fund Balanced CHF BI Valor: 33801823
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Annual Return

-50%0%+50%

Risk level

110
-0.19%CHF 1,383.99
VP Bank Strategy Fund Balanced (CHF) C
VP Bank Strategy Fund Balanced (CHF) C VP Bank Strategy Fund Balanced (CHF) C Valor: 10714219
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Annual Return

-50%0%+50%

Risk level

110
-0.20%CHF 136.01