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NEW CAPITAL FUND LUX-Strategy Balanced (CHF) A


Investing worldwide in equities, bonds, and the money markets, the fund overweighs equities in order to achieve a higher overall return in the long term. A minimum of 30% and a maximum of 60% are invested in equities. A minimum of 40% and a maximum of 70% are invested in bonds and other fixed-income and floating-rate investments. The fund may at times concentrate its investments in currencies other than the Swiss franc, its reference currency. The fund may allocate up to 100% of its net assets in investment funds.

This fund is not currently tracked by Citywire in Jersey View performance globally

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Switzerland

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