Flexibility

You are looking for a portfolio that seeks to earn an absolute return in all market conditions thanks to diversification and greater flexibility in asset allocation whilst following strict risk management. You do not want to invest only in traditional asset classes and are willing to accept price fluctuations, but to a limited degree. The LPP/BVG-Multi Asset Flexible portfolio meets your needs:

Characteristics

The portfolio:
  • may invest in all OPP2-authorized asset classes and seeks to earn an absolute return of 3% over the ICE LIBOR CHF overnight rate over a market cycle (3 to 5 years);
  • targets average volatility of 5%, which must not exceed 8%;
  • seeks to achieve steady capital appreciation over the long term;
  • involves a moderate degree of risk, given that particular attention is paid to keeping volatility under control.
Performance - Class P
(Price of one share as of
Portfolio NAV YTD
Performance - Class I
(Price of one share as of
Portfolio NAV YTD

Investment portfolios

Security

You attach considerable importance to preserving your capital and to security.

LPP/BVG-Short-Mid Term Bonds

Defensive

You seek an attractive performance but want to limit the risk of depreciation in the amount of your capital.

LPP/BVG-10 ESG

Growth

You want to diversify your investments and can readily accept price fluctuations.

LPP/BVG-25 ESG

Flexibility

You are looking for a portfolio that seeks to earn an absolute return in all market conditions.

LPP/BVG-Multi Asset Flexible

Dynamic

You want to invest your capital so that it achieves the highest performance possible for the risks involved.

LPP/BVG-40 ESG

Offensive

You are looking to maximize the performance of your investment and are prepared to take significant risks.

LPP/BVG-60 ESG

I am an Individual investor or Family
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