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

Zurich Invest II - Target Investment Fund 25 CHF C

Fund

ISIN CH0038339831 / Valor 3833983

NAV (2025-12-12)
CHF 13.63-0.07%

Zurich Invest II - Target Investment Fund 25 CHF C
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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 B
Zurich Invest II - Target Investment Fund 25 CHF B Zurich Invest II - Target Investment Fund 25 CHF B Valor: 3833980
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Annual Return

-50%0%+50%

Risk level

110
-0.08%CHF 12.78