World Balanced

Investment Objective

The objective of the Sub-Fund is to achieve capital growth and generate income by investing in a diversified selection of assets. Exposure to the various asset classes is variable, may change over time and reflects the strategic allocation of the Investment Committee.

Investment Philosophy

The Sub-Fund uses only authorized instruments, in particular bonds, money market instruments, equities, funds, ETFs and financial derivatives. Derivatives are used for the purpose of good management of the portfolio, as well as for hedging.

The Sub-Fund may also invest in currencies and, indirectly, in commodities, precious metals and real estate for the purpose of good management of the portfolio.

The Sub-Fund is actively managed using a dynamic approach with a variable allocation between different asset classes.

The investment currencies are not necessarily identical to the benchmark currency of the Sub-Fund. The resulting foreign exchange exposure is not systematically hedged, but is actively managed by the Fund Manager.

The Sub-Fund is actively managed in an environment of rigorous risk control.

Investment Horizon: 3-5 years

Latest Factsheet EUR

KIID - EUR - CH

KIID - EUR - LU

Latest Factsheet USD

KIID - USD - CH

KIID - USD - LU

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