Strategy funds for institutional investors

Four strategies for different investment objectives

Whether capital preservation is the greater priority or the focus is on long-term growth, the key is to select an investment strategy that matches your return objectives and risk capacity.

The four strategy funds offer clearly differentiated solutions – from a defensive approach with an average equity allocation of 10% to an equity-focused strategy with up to 100% equities. All four funds follow a globally diversified approach.

Four defined strategies. Broadly diversified implementation.

Strategy 10 – Stability with additional return potential

For investors who place greater emphasis on preserving capital in real terms while still seeking to participate in the opportunities offered by a globally diversified portfolio.

Equity allocation: 10% on average

Here you will find the factsheet, the brochure, and the key information document: More information on Swiss Fund Data

Strategy 25 – Balanced investing

For investors seeking greater growth potential and therefore looking to include a higher equity allocation within a globally diversified portfolio.

Equity allocation: 25% on average

Here you will find the factsheet, the brochure, and the key information document: More information on Swiss Fund Data

Strategy 45 – Greater focus on long-term growth

For long-term investors seeking higher return opportunities and willing to accept the corresponding fluctuations in value.

Equity allocation: 45% on average

Here you will find the factsheet, the brochure, and the key information document: More information on Swiss Fund Data

Strategy 100 – Fully equity-focused

For long-term investors with a high risk capacity who want to make greater use of the growth potential of global equity markets.

Equity allocation: up to 100%

Here you will find the factsheet, the brochure, and the key information document: More information on Swiss Fund Data

Diversification in a single solution

The strategy funds combine different asset classes within a clearly defined strategic framework. This enables institutional investors to implement their desired risk/return positioning through a single fund. Global diversification is a core element of all four strategy funds presented here.

Clear positioning

Four clearly differentiated and transparent strategies.

Global diversification

Broad diversification across markets and asset classes.

Efficient implementation

Implement a strategy through a single fund investment.

Transparent documentation

Factsheets and regulatory fund documents available directly.

Strategy funds for institutional investors

Four strategies for different investment objectives

Strategy funds at a glance

Strategy 10

Strategy 25

Strategy 45

Strategy 100

Strategy 10 – Stability with additional return potential

Strategy 25 – Balanced investing

Strategy 45 – Greater focus on long-term growth

Strategy 100 – Fully equity-focused

Diversification in a single solution

Clear positioning

Global diversification

Efficient implementation

Transparent documentation

Which strategy fits your allocation?

Four strategies. Which one fits your portfolio?

Disclaimer

Strategy funds for institutional investors

Four strategies for different investment objectives

Strategy funds at a glance

Strategy 10

Strategy 25

Strategy 45

Strategy 100

Strategy 10 – Stability with additional return potential

Strategy 25 – Balanced investing

Strategy 45 – Greater focus on long-term growth

Strategy 100 – Fully equity-focused

Diversification in a single solution

Clear positioning

Global diversification

Efficient implementation

Transparent documentation

Which strategy fits your allocation?

Four strategies. Which one fits your portfolio?