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Objective to be achieved with an investment, such as a) returns and asset growth, b) security and stability in the value of the assets and c) liquidity and quick availability of assets at all times. These three core objectives are not compatible with each other without compromises being made. The focal points must be assessed on a case-by-case basis, taking into account the investor’s risk capacity und risk tolerance, this then forming the basis for the allocation of investments in the various asset classes (money market, bonds, stocks, etc.).

Term-Nr.: 485

German: Anlageziel (81)

Source: Swiss Fund Data m. e. E., 20.10.2018

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