relevate excited strategy*

The relevate excited strategy is a pure stock portfolio that invests primarily in leading global large-cap companies in developed countries. Leading Swiss small and mid-cap companies are also included in the mix. The regional share of Swiss stocks is balanced overall in this strategy.

Around 60% of the relevate excited strategy is denominated in Swiss francs. Investments held in foreign currencies give rise to additional opportunities/risks.

*For 3a only

Asset classes
Investment-Strategie relevate excited Relevate strategy excited EN
Liquidity
1.0%
Liquidity
1.0%
Stocks
99.0%
Stocks Switzerland
48.4%
Swisscanto (CH) Index Equity Fund Switzerland Total (II) CHF
25.6%
Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland CHF
22.8%
Stocks World
50.6%
Swisscanto (CH) IPF III Index Equity Fund MSCI® World ex Switzerland CHF hedged
7.3%
Swisscanto (CH) IPF III Index Equity Fund MSCI® World ex Switzerland USD
32.5%
Swisscanto (CH) Index Equity Fund Emerging Markets CHF
10.8%