E. Gutzwiller & Cie Banquiers
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Investment Strategy

Balanced

Growth


Model balanced CHF

Objective: appropriate performance at moderate risk
   

Cash Bonds Shares Funds Gold Total
CH
25,00%
25,00%
10,00%
5,00%
5,00%
70,00%
EUR    
5,00%
5,00%
  
10,00%
USA    
10,00%
5,00%
  
15,00%
J-Asia    
5,00%
 
5,00%
Total
25,00%
25,00%
30,00%
15,00%
5,00%
100,00%

Model balanced EUR

Objective: appropriate performance at moderate risk
   

Cash Bonds Shares Funds Gold Total
CH
10,00%
5,00%
  
15,00%
EUR
25,00%
25,00%
5,00%
5,00%
5,00%
65,00%
USA
10,00%
5,00%
  
15,00%
J-Asia
5,00%
 
5,00%
Total
25,00%
25,00%
30,00%
15,00%
5,00%
100,00%

Model balanced USD

Objective: appropriate performance at moderate risk
   

Cash Bonds Shares Funds Gold Total
CH
10,00%
5,00%
  
15,00%
EUR
5,00%
5,00%
  
10,00%
USA
25,00%
25,00%
10,00%
5,00%
5,00%
70,00%
J-Asia
5,00%
 
5,00%
Total
25,00%
25,00%
30,00%
15,00%
5,00%
100,00%

Model balanced JPY

Objective: appropriate performance at moderate risk
   

Bar Obligationen Aktien Fonds Gold Total
CH
5,00%
10,00%
5,00%
  
20,00%
EUR
10,00%
10,00%
5,00%
  
25,00%
USA
5,00%
10,00%
10,00%
  
25,00%
Japan
10,00%
10,00%
5,00%
25,00%
Other
5,00%
 
5,00%
Total
10,00%
25,00%
40,00%
20.00%
5,00%
100,00%

 

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