| ISIN | CH0030878513 |
| Launch date |
25/10/2007 |
| Available in |
CH |
| Fund type |
Fixed Income Fund |
| Kind of fund |
Other funds / Donation fund |
| Aim of investment |
The investment objective of the fund is mainly to seek current income with long-term preservation of capital. |
| Investment strategy |
The fund invests its assets, directly or indirectly in Swiss francs or foreign currency-denominated fixed-and floating-rate debt securities and rights of domestic and foreign issuers (bonds, notes and similar) |
| Investment process |
The fund invests primarily in medium-term interest-bearing investments, which are issued by borrowers with high credit ratings. Issuers that deal in the core business with the production or marketing of tobacco, alcohol or weapons will be excluded. The focus is on bonds denominated in CHF. Investments in other currencies are largely hedged to CHF. The fund donates half the net income and half of the Administrative fee to the Swiss Red Cross (SRC). Private investors from Switzerland can make their part of the donation tax deductible. |
| Positive criteria |
n.s. |
| Negative criteria for stocks and corporate bonds |
Ethical and Social:
- alcohol
- tobacco
- weapons/armaments
|
| Negative criteria for government bonds |
n.s. |
| Research done by |
InHouse |
This fund profile is aligned with the fund company.
*no exclusion but part of the analysis