relevate modest strategy
The bond component of the relevate modest strategy is primarily invested in Swiss securities with a generally very good debtor quality. The impact of interest rate changes is less pronounced due to short remaining terms.
The relevate modest stock exposure primarily invests 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 90% of the relevate modest strategy is denominated in Swiss francs. Investments held in foreign currencies give rise to additional opportunities/risks.
