Anlageschwerpunkt PWM Funds - Flexible Dynamic EUR - A ACC
- WKN
- A1C27T
- ISIN
- LU0081701939
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Zusammensetzung nach Branchen
Zusammensetzung nach Land
Zusammensetzung nach Instrument
Zusammensetzung nach Währung
Top Holdings zu PWM Funds - Flexible Dynamic EUR - A ACC
Wertpapiername | Anteil |
---|---|
Ishares Vii-Core S&P500 Usd Etf | 5,21 % |
Bny Mellon Gf-Gl.Credit W Eur H-Acc | 4,88 % |
15.82% Rc Rbc (Nky) 24/211024 | 3,84 % |
Microsoft | 2,73 % |
Amazon.Com | 2,61 % |
Alphabet 'A' | 2,46 % |
Pictet-Robotics-I Usd | 2,26 % |
Pch-Sov Short-Term Mm Eur-J Dy | 2,20 % |
Meta Platforms 'A' | 2,20 % |
Sisf-Asian Total Return C Usd-Acc.- | 2,16 % |
Summe: | 30,55 % |
Fondsstrategie zu PWM Funds - Flexible Dynamic EUR - A ACC
The objective of the Sub-Fund is to enable investors to benefit from the general investment expertise of the Pictet Group by offering the possibility to invest directly or indirectly in a global balanced portfolio. The Sub-Fund will mainly offer exposure to the following two asset classes: - equities and equity related securities (such as depositary receipts (ADRs (American Depositary Receipt), GDRs (Global Depositary Receipt)), closed-ended Real Estate Investment Trusts (REITS)), and/or - all types of debt securities (including non-investment grade securities up to 40%), including Money Market Instruments. The Sub-Fund will mainly invest: - directly in the securities/asset classes mentioned in the previous paragraph, - in undertakings for collective investment (UCIs), having as main objective to invest or grant an exposure to the above-mentioned securities/asset classes, and/or - in any transferable securities (such as structured products) offering an exposure to the above-mentioned securities/asset classes.