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 Investment-Strategie relevate excited](/imager/uploads/strategies/grafiken/25065/investment-strategie-relevate-excited_f959eef8b6974d9d563e23cff4fcbcdc.webp)
![Relevate strategy excited EN Relevate strategy excited EN](/imager/uploads/strategies/en/25401/relevate-excited-strategy_ab969d83a1f75484311de5d74dfff5ea.webp)
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%