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FOUNDATION FOR INVESTMENT SUCCESS.

INCOME

Generate regular interest income. 

BALANCED

Generate regular interest income  and capital gains. 

DYNAMIC

Generate interest income, capital and currency gains. 

SHARES

Generate capital and currency gains. 

EINKOMMEN

INCOME

Investment objective:  Capital preservation

Investment horizon:  Four years

Expected fluctuations:  small

liquidity

0% - 50%

Bonds

20% - 80%

shares

10% - 30%

60% - 100%

Reference currency

Ausgewogen

BALANCED

Investment objective:  Capital preservation

Investment horizon:  five  years

Expected fluctuations:  middle

liquidity

0% - 40%

Bonds

20% - 70%

shares

20% - 50%

40% - 100%

Reference currency

DYNAMIC

Investment objective:  Medium term capital growth

Investment horizon:  seven years

Expected fluctuations:  medium high

liquidity

0% - 30%

Bonds

00% - 40%

shares

30% - 80%

30% - 100%

Reference currency

DYNAMISCH

SHARES

Investment objective:  Long term  growth

Investment horizon:  ten years

Expected fluctuations:  high

liquidity

0% - 50%

Bonds

0%

shares

50% - 100%

20% - 100%

Reference currency

AKTIEN

WINVEST ASSET MANAGEMENT AG, Gewerbestrasse 6, CH-6330 Cham

+41 41 630 11 27  |  info@winvestam.ch  |  CHE-109.849.108  |  

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WINVEST ASSET MANAGEMENT AG has been a member of the VQF since it was founded in 2002 (or double supervision by the VQF) in its officially recognized functions  Self-regulatory organization  according to the Money Laundering Act (GwG) and  Industry organization for asset managers  with officially recognized rules of conduct (code of conduct) for independent asset managers.

© 2017 by WINVEST ASSET MANAGEMENT AG  |  Legal  Hints  |

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