Zugerberg Finanz Ausgewogen
- ISIN
- LLA024
- Provider
- Zugerberg Finanz
- Close Price
- CHF 93.82 *
- ESG Score
* Data as of 29 July 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | -0.69% | — |
| 1 Year | +0.22% | +0.22% |
| 3 Years | +2.24% | — |
| 5 Years | -1.86% | — |
| 10 Years | +0.00% | — |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Mixed Assets |
| Geographical Focus | Global |
| Fund Size | CHF 2,636,746 |
| Currency | CHF |
| Managementstyle | Active |
| SFDR Article | Article 6 |
Description
The Zugerberg Finanz Balanced investment strategy is an asset management with a multi-asset class approach. The strategy is actively managed and adapted to developments and trends on the international capital markets. Depending on the market situation, the bandwidths provided for the various asset c...