Zurich Invest II - Target Investment Fund 25 CHF B header image

Zurich Invest II - Target Investment Fund 25 CHF B

Fund

ISIN CH0038339807 / Valor 3833980

NAV (2025-11-20)
CHF 12.72-0.08%

Zurich Invest II - Target Investment Fund 25 CHF B
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Zurich Invest II Target Investment 25 is a well-diversified fund that primarily invests in Swiss stocks and Swiss-denominated bonds, with equities making up 15–35% and bonds 65–85% of the portfolio. Additionally, it can allocate up to 10% of its investments to real estate. This mix focuses on providing stability through a significant bond presence while also offering growth opportunities through domestic equities and real estate holdings.

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Tags:
capital growth balanced fund

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OTHER SHARE CLASSES OF THIS FUND

Zurich Invest II - Target Investment Fund 25 CHF C
Zurich Invest II - Target Investment Fund 25 CHF C Zurich Invest II - Target Investment Fund 25 CHF C Valor: 3833983
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Annual Return

-50%0%+50%

Risk level

110
-0.07%CHF 13.56