Dynamic Allocation (CHF hedged)
- Fund
- Multi Asset
- Global
Product details
NAV Price
Current
Absolute Performance
Since 1 Year
Evolution in reference currency (base value 100)
| 3 months | -0.81% |
| 6 months | N/A |
| Year to date | -0.81% |
| 1 year | N/A |
| 3 years | N/A |
| 5 years | N/A |
| 10 years | N/A |
| Since inception | +0.57% |
Aggregated performance data last updated on Mar 31, 2026 Past performance is no indication of current or future performance. Fees and commissions incurred at fund level are included in the performance indicated. However, the performance data do not take account of the commissions and costs incurred on the subscription and redemption of units or shares.
Strategy
This global investment fund aims to profit from positive – and negative equity and bond market - trends. Different equity, bond and commodities markets are permanently monitored to this end. Once a positive trend materialises, the fund invests in it. If negative trends can be identified in the equity or bond markets, they can be exploited by adopting a selling position. The fund follows an absolute return strategy and thus aims for a positive return over the mid- to long term. Please note that the fund may have an equity holding of up to 80% when the equity markets are rising globally and, as a result, may experience significantly higher volatility levels (at least temporarily) than a conservative traditionally managed portfolio fund. Foreign currency risks are at least 90% hedged against the Swiss franc.
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