Mischfonds
Bei Mischfonds handelt es sich um eine Zwischenform aus Aktien- und Rentenfonds, die dem Anleger ermöglicht, sowohl in Anteilsscheine als auch in festverzinsliche Wertpapiere zu investieren. Je nach Marktsituation können die jeweiligen Anteile des Mischfonds angepasst werden. Konservative Fonds dieser Kategorie haben einen höheren Renten- oder Geldmarktanteil und bergen somit ein geringeres Risiko, aber auch kleinere Gewinne. Progressive Mischfonds legen hingegen überwiegend in Aktien an, was sowohl das Risiko aber auch die Gewinnchancen erhöht.
| Name | Valor | Fondsgesellschaft | Währ. | 1Y % | 3Y % | 5Y % | Vol. (Mio.) |
|---|---|---|---|---|---|---|---|
| Finreon Golden Income S5 Fonds | Finreon AG | EUR | - | - | - | 56.16 | |
| Finreon Golden Income S5H Fonds | Finreon AG | CHF | - | - | - | 56.16 | |
| Finreon Tail Risk Control® (World) A Fonds | 20088443 | UBS Asset Management Switzerland AG | USD | 7.45 | 55.30 | 46.62 | 246.36 |
| Finreon Tail Risk Control® (World) AH Fonds | 27182089 | UBS Asset Management Switzerland AG | CHF | 2.11 | 38.28 | 30.63 | 246.36 |
| Finreon Tail Risk Control® (World) C Fonds | 34398610 | UBS Asset Management Switzerland AG | USD | 27.87 | 14.28 | 47.22 | 247.62 |
| Finreon Tail Risk Control® (World) D Fonds | 20088460 | UBS Asset Management Switzerland AG | USD | 8.64 | 60.51 | 54.91 | 246.36 |
| Finreon Tail Risk Control® (World) DH Fonds | 27182091 | UBS Asset Management Switzerland AG | CHF | 3.40 | 43.35 | 38.74 | 246.36 |
| Finreon Tail Risk Control® (World) I0 Fonds | 34398616 | UBS Asset Management Switzerland AG | USD | 7.72 | 56.47 | 48.47 | 246.36 |
| Finreon Tail Risk Control® (World) I0H Fonds | 34398619 | UBS Asset Management Switzerland AG | CHF | 2.37 | 39.30 | 32.30 | 246.36 |
| Finreon Tail Risk Control® (World) I1 Fonds | 20089463 | UBS Asset Management Switzerland AG | USD | 20.91 | 18.05 | 47.17 | 247.62 |
| Finreon Tail Risk Control® (World) I1H Fonds | 27670708 | UBS Asset Management Switzerland AG | CHF | 2.74 | 40.78 | 34.62 | 246.36 |
| Finreon Tail Risk Control® (World) I2 Fonds | 34398632 | UBS Asset Management Switzerland AG | USD | 19.63 | - | - | 246.36 |
| Finreon Tail Risk Control® (World) V1 Fonds | 34398649 | UBS Asset Management Switzerland AG | USD | 8.05 | 57.92 | 50.75 | 246.36 |
| Finreon Tail Risk Control® (World) V1H Fonds | 34398652 | UBS Asset Management Switzerland AG | CHF | 2.74 | 40.78 | 34.62 | 246.36 |
| Finreon Tail Risk Control® (World) V2 Fonds | 20089471 | UBS Asset Management Switzerland AG | USD | 8.15 | 58.32 | 51.44 | 246.36 |
| Finreon Tail Risk Control® (World) V2H Fonds | 27671001 | Credit Suisse Funds AG | CHF | -3.52 | 0.29 | - | 277.92 |
| First Class - Global Equities Fonds | 3535478 | Glogger Vermögensverwaltung AG | EUR | 0.15 | 27.80 | 42.54 | 21.94 |
| First Eagle Amundi Income Builder Fund Class A2HS-MD Shares Fonds | First Eagle Investment Management, LLC | SGD | 21.68 | 29.99 | 31.09 | 1561.72 | |
| First Eagle Amundi Income Builder Fund Class A2S-C Shares Fonds | First Eagle Investment Management, LLC | SGD | 17.27 | 32.72 | 37.61 | 1561.72 | |
| First Eagle Amundi Income Builder Fund Class A2S-MD Shares Fonds | First Eagle Investment Management, LLC | SGD | 17.25 | 32.71 | 37.60 | 1561.72 |