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Strategy Fund Balanced A

Overview

  • Current Value €17.39
  • Previous Value €17.42
  • Difference to day before -0.17 %
  • Launch Date 05/02/2008 - 14:00

The Balanced strategy fund is designed for the investor seeking a balance between return and growth. It is a globally diversified and well-rounded portfolio with expected returns above the capital market interest rate level but below the expected return for equities. Capital appreciation is to be achieved primarily from equity, currency, interest rate and credit quality opportunities. Security and liquidity are subordinated to earnings prospects. This entails higher risks in the equity, interest rate and currency areas as well as creditworthiness risks leading to possible price losses (see prospectus and fact sheet).

Swiss Rock (Lux) Dachfonds Sicav - Balanced / Ausgewogen

Performance

  • YTD (Year-to-Date) +4.07 %
  • 1 Month +2.23 %
  • 3 Months +3.51 %
  • 6 Months -1.08 %

Last Update: 02/06/2023 - 01:00

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