PM Balanced Global (Fokus Schweiz)
Risk Profile: Balanced (45% Equity) Asset Allocation: Variouse Provider: LGT Bank (Schweiz) AG
Update
The return for 2025 was 5.19% and a successful start can also be reported for 2026 with +0.42%. The portfolio has a good track record rating of 3.3 over the last 10 years. The performance has also been above the median for over ten years and is extremely consistent. The investment solution is among the top offers for balanced portfolios on the platform.
Portfolio description
The mandate invests globally in a broadly diversified manner in money market instruments, bonds and equities, with a balanced ratio between fixed-income investments and equities. The target asset allocation is: cash: 2%, bonds 47.5% and equities 50.5%. The CHF share is just over 80%.
The equity component has a pronounced home bias with over 30% Swiss equities.
Company description
LGT Bank is a leading international private banking and wealth management group that has been fully controlled by the Princely Family of Liechtenstein for over 80 years. LGT Bank operates in more than 20 locations worldwide in Europe, Asia, America and the Middle East.
USP
LGT Bank is characterized by the same values and convictions that have guided the owner family in building and managing their wealth for almost 900 years: entrepreneurial thinking and action, a long-term focus and a disciplined approach to risk. Our clients benefit from the same expertise and investment principles that are applied to the management of the family's assets. By investing in the same investment solutions, our clients, the owner family and our employees have a natural alignment of interests. We strive to be a long-term partner for our clients and offer investment solutions that meet their demanding needs.