LPP/BVG-Multi Asset Flexible

Flexibility

You are looking for a portfolio that seeks to earn an absolute return in all market conditions thanks to diversification and greater flexibility in asset allocation whilst following strict risk management. You do not want to invest only in traditional asset classes and are willing to accept price fluctuations, but to a limited degree. The LPP/BVG-Multi Asset Flexible portfolio meets your needs:

Characteristics

The portfolio:

may invest in all OPP2-authorized asset classes and seeks to earn an absolute return of 3% over the ICE LIBOR CHF overnight rate over a market cycle (3 to 5 years);
targets average volatility of 5%, which must not exceed 8%;
seeks to achieve steady capital appreciation over the long term;
involves a moderate degree of risk, given that particular attention is paid to keeping volatility under control.

Performance - Class P

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Performance - Class I

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Investment portfolios

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Pascal Kessler
Expert Pension Fund

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