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Baloise Fund Invest (lux) - Bfi Systematic Conservative R Chf (0P0000WUS3)

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12.317 +0.040    +0.35%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 65.33M
Type:  Fund
Market:  Switzerland
Issuer:  MDO Management Company S.A.
ISIN:  LU0761930964 
Asset Class:  Equity
Baloise Fund Invest Lux - BFI C-QUADRAT ARTS Conse 12.317 +0.040 +0.35%

0P0000WUS3 Overview

 
On this page you'll find an in-depth profile of Baloise Fund Invest (lux) - Bfi Systematic Conservative R Chf. Learn about the key management, total assets, investment strategy and contact information of 0P0000WUS3 among other information.
Category

CHF Cautious Allocation

Total Assets

65.33M

Expenses

1.66%

Inception Date

Apr 18, 2012

Investment Strategy

This fund invests as a fund of funds world-wide in investment funds offering the best potential returns in line with trends in the financial market. The fund invests up to 30% in equity funds as well as annuity and money market funds. Once a trend reversal has taken hold, the investments are shifted to other funds (possible reduction in the share of equity funds to 0%). This serves to limit losses.

Contact Information

Address Aeschengraben 21, 4002 Basel
Basel,
Switzerland
Phone -

Top Executives

Name Title Since Until
Not Disclosed - 2012 Now
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