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Index Serie 50

 

COMPOSITION

  • 50% equities and commodities
  • 50% bonds

Investment objective

This investment plan is broadly diversified globally. Thanks to a balanced ratio of stocks and bonds there is good income opportunity with moderate risk. The selection of cost-efficient funds optimises income opportunities.


In order to secure income and reduce risk, the fund account savings are gradually reallocated to a low-risk investment in the last five years of the contract.

Current Quarterly Report

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