Asset allocation funds invest your money in various asset classes, such as shares, bonds and real estate, simultaneously. The allocation follows a clear strategy – tailored to your risk appetite and investment strategy.
You can choose between defensive, balanced and growth-orientated solutions – from as little as CHF 100 per individual purchase or CHF 20 in the funds saving plan.
At PostFinance, we focus on actively managed strategy funds. This means that our fund managers make conscious investment decisions and select specific companies. This allows you to react to market changes – for continuous monitoring and quality assurance.
Broad diversification with a single investment
Professional management by investment experts
Ongoing monitoring and adjustment of the fund
You can get started by investing even small amounts
The PF - ESG Yield Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 15% and the strategic proportion of foreign currency is 6%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The PF - ESG Income Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 30% and the strategic proportion of foreign currency is 12%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The PF - ESG Balanced Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 50% and the strategic proportion of foreign currency is 19%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The PF - ESG Growth Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 70% and the strategic proportion of foreign currency is 27%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The aim of the PF - ESG Capital Gain Strategy Fund is to achieve significant long-term asset growth via capital gains by investing in sustainable Swiss and world equities as well as Swiss real estate. The strategic equity component is 93%, while 43% of the fund’s assets are invested in Swiss equities. In addition to investments in shares from developed countries, 15% is invested in emerging market equities. The 7% invested in Swiss real estate funds also contributes to diversification. The strategic foreign currency component is around 36%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
