Pillar 3a strategies
Defensive 25
Balanced 45
Dynamic 65
Ambitious 80
Offensive 100
Defensive 25
Risk/return level
Distribution
A cautious approach focused on preserving capital while aiming for modest, steady growth.
Sustainable focus
Swiss focus
Stocks
25%
Swiss
2.5%
World
18.0%
Emerging markets
4.5%
Bonds
63%
CHF bonds
15.0%
Government bonds
15.0%
Corporate bonds
33.0%
Real estate
9%
Swiss
5.0%
World
4.0%
Raw materials
2%
Liquidity
1%
Stocks
Weight
Name
ISIN
Currency
TER
Factsheet
Bonds
Weight
Name
ISIN
Currency
TER
Factsheet
Real estate
Weight
Name
ISIN
Currency
TER
Factsheet
Raw materials
Weight
Name
ISIN
Currency
TER
Factsheet
Liquidity
Weight
Name
ISIN
Currency
TER
Factsheet
Defensive 25
Balanced 45
Dynamic 65
Ambitious 80
Offensive 100
Defensive 25
Risk/return level
Distribution
A cautious approach focused on preserving capital while aiming for modest, steady growth.
Sustainable focus
Swiss focus
Stocks
25%
Swiss
2.5%
World
18.0%
Emerging markets
4.5%
Bonds
63%
CHF bonds
15.0%
Government bonds
15.0%
Corporate bonds
33.0%
Real estate
9%
Swiss
5.0%
World
4.0%
Raw materials
2%
Liquidity
1%
Stocks
Weight
Name
ISIN
Currency
TER
Factsheet
Bonds
Weight
Name
ISIN
Currency
TER
Factsheet
Real estate
Weight
Name
ISIN
Currency
TER
Factsheet
Raw materials
Weight
Name
ISIN
Currency
TER
Factsheet
Liquidity
Weight
Name
ISIN
Currency
TER
Factsheet
Defensive 25
Balanced 45
Dynamic 65
Ambitious 80
Offensive 100
Defensive 25
Risk/return level
Distribution
A cautious approach focused on preserving capital while aiming for modest, steady growth.
Sustainable focus
Swiss focus
Stocks
25%
Swiss
2.5%
World
18.0%
Emerging markets
4.5%
Bonds
63%
CHF bonds
15.0%
Government bonds
15.0%
Corporate bonds
33.0%
Real estate
9%
Swiss
5.0%
World
4.0%
Raw materials
2%
Liquidity
1%
Stocks
Bonds
Real estate
Raw materials
2.0%
Swisscanto (CH) Index Precious Metal Fund Gold Physical hedged NTH CHF
Liquidity
1.0%
Swisscanto (CH) Money Market Fund Responsible Opportunities CHF NT CHF
Disclaimer
This publication is an offer according to Art. 3 lit. g FIDLEG, but it does not constitute a purchase recommendation. The factsheets for the assets are available in the neon app. Investing involves risks, get advice from independent experts. To the disclaimer
Disclaimer
This publication is an offer according to Art. 3 lit. g FIDLEG, but it does not constitute a purchase recommendation. The factsheets for the assets are available in the neon app. Investing involves risks, get advice from independent experts. To the disclaimer
Disclaimer
This publication is an offer according to Art. 3 lit. g FIDLEG, but it does not constitute a purchase recommendation. The factsheets for the assets are available in the neon app. Investing involves risks, get advice from independent experts. To the disclaimer
