REFERENCE The reference currency is the currency in which the value of the Client’s portfolio is expressed. Portfolios may also contain investments in other currencies.
CURRENCY : CHF EUR USD
| INVESTMENT STRATEGY | INVESTMENT GOALS | RISK | BREAKDOWN ACCORDING TO INVESTEMENT STRATEGY | MIN-MAX ALLOCATION % |
|---|---|---|---|---|
| Fixed income | – Medium-term preservation of nominal asset value
– Regular income from interest – No equity investments | Very low | – Money market
– Bonds – Equities – Alternative Investments* | 0% – 40%
0% -100% 0% -20% 0% – 20% |
| Income | – Long-term preservation of real asset value
– Regular income from interest supplemented by a small amount of dividend and capital gains income – Equity exposure is with respect to the bond exposure | Low | – Money market
– Bonds – Equities – Alternative Investments* | 0% – 40%
0% – 80% 12% – 20% 0% – 30% |
| Conservative | – Real long-term asset growth
– Regular income from interest and dividends supplemented by capital gains – Equity exposure is underweighted with respect to the bond exposure | Moderate | – Money market
– Bonds – Equities – Alternative Investments* | 0% – 40%
0% – 70% 18% – 30% 0% – 30% |
| Balanced | – Real long-term asset growth
– Regular income from interest, dividends and capital gains – Equity exposure is over bond Exposure | Average | – Money market
– Bonds – Equities – Alternative Investments* | 0% – 40%
0% – 40% 36% – 60% 0% – 60% |
| Growth | – Significant real long-term asset growth
– Income mostly from capital gains supplemented by a small amount of income from interest and dividends – Bond exposure strongly underweights equity exposure | Above Average | – Money market
– Bonds – Equities – Alternative Investments* | 0% – 40%
12% – 20% 48% – 80% 0% – 80% |
| Equity | – Significant real long-term asset growth
– Income mostly from capital gains supplemented by a small amount of income from interest and dividends – Bond exposure strongly underweights equity exposure | High | – Money market
– Equities – Alternative Investments* | 0% – 40%
60% – 100% 0% – 100% |
*Funds, ETFs and other type of investments in real estate, commodities, hedge funds, etc.
Investment NewsLetter
Market Inteligence Friday 5 June 202608/06/2026 - 15:56- AUSTRALIA – Portfolio Allocation Briefing June 202608/06/2026 - 15:43
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