relevate dynamic strategy

The bond component of the relevate dynamic strategy is primarily invested in Swiss securities with a generally very good debtor quality. The effects of interest rate changes tend to be less pronounced due to shorter residual maturities.

The relevate dynamic stock component invests primarily in globally leading large-cap companies in predominantly developed countries. Leading Swiss small and mid-cap companies are also included in the mix. Overall, Switzerland is a regional heavyweight in this strategy.

The real estate allocation is entirely domiciled in Switzerland and is implemented indirectly by means of fund investments.

Gold, hedged in Swiss francs, serves as a portfolio stabiliser in this strategy.

Around 80% of the relevate dynamic strategy is denominated in Swiss francs. Investments held in foreign currencies give rise to additional opportunities/risks.