Zurich Invest II - Target Investment Fund 45 CHF C header image

Zurich Invest II - Target Investment Fund 45 CHF C

Fund

ISIN CH0038340102 / Valor 3834010

NAV (2025-11-20)
CHF 16.60-0.12%

Zurich Invest II - Target Investment Fund 45 CHF C
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Zurich Invest II Target Investment 45 is a diversified fund of funds that primarily invests in Swiss equities and Swiss franc-denominated bonds. The portfolio consists of 35% to 55% in stocks, with a strong emphasis on Swiss companies, and 45% to 65% in bonds, heavily weighted towards bonds issued in CHF. Additionally, the fund allocates up to 10% of its investments to real estate. This composition aims to balance growth through equities with stability from bonds, all largely centered around Swiss markets and currency.

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Tags:
balanced fund fund of funds

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OTHER SHARE CLASSES OF THIS FUND

Zurich Invest II - Target Investment Fund 45 CHF B
Zurich Invest II - Target Investment Fund 45 CHF B Zurich Invest II - Target Investment Fund 45 CHF B Valor: 3834007
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Annual Return

-50%0%+50%

Risk level

110
-0.06%CHF 15.76