Portfolio Global Growth (CHF)
- Fund
- Multi Asset
- Global
Product details
NAV Price
Current
Performance
Since 1 Year
Data updated on 30 May 2025
Strategy
The aim of the sub-fund is medium to long-term capital growth for those making their investments in Swiss francs. The sub-fund invests at least 51% of its net assets directly or indirectly in equities.
Management commentary
Markets continued to recover in May, improving from April's lows as trade tensions eased. Progress in US-EU trade talks and a delay in planned tariffs reduced recession fears. Developed market stocks rose 6%. US stocks outperformed other regions. Some equity markets recently hit new highs and US stocks are now positive for the year. Global bonds posted negative returns in May. Concerns about US financial stability, including the US credit rating downgrade, led to a sell-off. While government bond lost in value, credit markets and high yield painted a more positive picture. Overall, the fund achieved a positive performance in May.
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