Vitainvest investment funds

Equity component: long-term average equity exposure is 100%

The fund primarily invests in global equities. The equity allocation is usually around 95%, up to a maximum of 100%. This makes it possible to fully exhaust the potential offered by the equity markets within the options provided by the law.

The fund is ideal for investors who have a long- term investment horizon and bring the necessary risk capacity and appetite for equity investments.

Equity component: long-term average equity exposure is 75%

This fund fully exhausts the potential of stock markets in accordance with legally permitted investment opportunities. Investments are made with a focus on Switzerland and also in bonds, money markets and real estate.

The fund is suitable for investors who have a long -term investment horizon and bring the necessary risk capacity and appetite for equity investment.

Equity component: long-term average equity exposure is 75%

This fund fully exhausts the potential of the stock market in accordance with legally permitted investment opportunities. Investments are also made in bonds, money markets and real estate, with a majority of the investments being global.

The fund is ideal for investors who have a long- term investment horizon and bring the necessary risk capacity and appetite for equity investments.

Equity component: long-term average equity exposure is 50%

This fund can make the most out of the stock markets’ potential. Investments are made in first-class bonds, money market instruments and selected stocks with a focus on Switzerland.

The aim is increased capital growth by taking advantage of price gains. The equity component of the portfolio is kept within a certain range in order to take account of the risk profile of the investors.

Equity component: long-term average equity exposure is 50%

This fund can take great advantage of the potential of stock markets worldwide. Investments are made globally in first-class bonds, money market instruments and selected stocks.

The aim is increased capital growth by exploiting price gains. The equity component of the portfolio is kept within a certain range in order to take account of the risk profile of the investors.

Equity component: long-term average equity exposure is 25%

This fund invests in broadly diversified first-class bonds, stocks and real estate with a focus on Switzerland.

The aim is optimizing interest earnings and price gains. The equity component of the portfolio is kept within a certain range in order to take account of the risk profile of the investors.

Equity component: long-term average equity exposure is 25%

This fund invests globally in first-class bonds, money market instruments and selected stocks.

The aim is optimizing interest earnings and price gains. The equity component of the portfolio is kept within a certain range in order to take account of the risk profile of the investors.

Equity weighting: long-term average equity exposure of 100%

The fund-of-funds invests indirectly, mainly in equities worldwide via indexed investment funds. The equity allocation is usually around 95%, up to a maximum of 100%. This makes it possible to fully exhaust the potential offered by the equity markets within the options provided by the law.

The fund is suitable for investors with a long-term investment horizon and the necessary risk tolerance and willingness to invest in equities.

Equity weighting: long-term average equity exposure of 75%

The fund-of-funds invests indirectly in equities, bonds, and real estate worldwide via indexed investment funds (long-term average equity exposure of 75%).

The fund is suitable for investors with a long-term investment horizon and the necessary risk tolerance and willingness to invest in equities.

Equity weighting: long-term average equity exposure of 50%

The fund-of-funds invests indirectly in equities, bonds, and real estate worldwide via indexed investment funds (long-term average equity exposure of 50%).

The aim is to increase capital growth by taking advantage of price gains. In doing so, the equity portion of the portfolio is kept within the specified range in order to take account of the investors' risk profile.

Equity weighting: long-term average equity exposure of 25%

The fund-of-funds invests indirectly in equities, bonds, and real estate worldwide via indexed investment funds (long-term average equity exposure of 25%).

The aim is to optimize interest income and price gains. In doing so, the equity portion of the portfolio is kept within the specified range in order to take account of the investors' risk profile.

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