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Zurich Invest Ii - Target Investment Fund 35 Chf C (3833995)

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14.270 +0.010    +0.07%
02/05 - Closed. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 710.19M
Type:  Fund
Market:  Switzerland
ISIN:  CH0038339955 
Asset Class:  Equity
Zurich Invest II - Target Investment Fund 35 CHF C 14.270 +0.010 +0.07%

3833995 Overview

 
On this page you'll find an in-depth profile of Zurich Invest Ii - Target Investment Fund 35 Chf C. Learn about the key management, total assets, investment strategy and contact information of 3833995 among other information.
Category

CHF Cautious Allocation

Total Assets

710.19M

Expenses

1.29%

Inception Date

Jun 14, 2010

Investment Strategy

Target Investment Fund 35 (CHF) is a broadly diversified fund of funds that invests in stocks and bonds. The equity component is between 25% and 45% with an overweighting of Swiss stocks; the bond component is between 55% and 75% with a heavy overweighting of bonds in CHF. The fund can invest up to 10% in real estate. The fund is suitable for investors with an investment horizon of 5 to 7 years who are prepared to ride out fluctuations and who wish to measure their investment success in CHF.

Contact Information

Address Hardstrasse 201
Zürich,Zurich CH-8037
Switzerland
Phone +41 58 426 63 56
Fax +41 58 426 60 15

Top Executives

Name Title Since Until
Not Disclosed - 2022 Now
Tom Osterwalder - 2009 2022
Christoph Hug - 2009 2012
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