relevate maximum strategy

The bond component of the relevate maximum 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 maximum stock component 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.

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

Asset classes
Investment-Strategie relevate maximum Relevate strategy maximum EN
Liquidity
1.0%
Liquidity
1.0%
Bonds
8.0%
Swisscanto (CH) Index Bond Fund Total Market AAA-BBB 1-5 CHF
2.5%
Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF
5.5%
Stocks
85.0%
Stocks Switzerland
43.7%
Swisscanto (CH) Index Equity Fund Switzerland Total (II) CHF
24.4%
Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland CHF
19.3%
Stocks World
41.3%
Swisscanto (CH) IPF III Index Equity Fund MSCI® World ex Switzerland CHF hedged
1.3%
Swisscanto (CH) IPF III Index Equity Fund MSCI® World ex Switzerland USD
30.0%
Swisscanto (CH) Index Equity Fund Emerging Markets CHF
10.0%
Real Estate
4.0%
Swisscanto (CH) Index Real Estate Fund Switzerland indirect CHF
4.0%
Alternatives
2.0%
Swisscanto (CH) Index Precious Metal Fund Gold Physical CHF hedged
2.0%