Anlageziel CSA Mixta-BVG 15 Plus E Fonds

The assets of the CSA Mixta-BVG 15 Plus investment group are mainly invested in units of other investment groups of the Investment Foundation and units of corresponding investment funds authorized for distribution in Switzerland. Permitted asset categories comprise nominal assets (mortgages, bonds, and money market), equities, real estate, and alternative investments (private equity, hedge funds, and commodities). Equity investments comprise between 5% and 25% of the net assets. The unhedged portion of investments with foreign currency exposure may not exceed 30% of the net assets. The investment group meets the investment regulations under the Ordinance on Occupational Retirement, Survivors` and Disability Pension Plans (BVV 2) and the Ordinance on Investment Foundations (OFP) insofar as these are applicable.