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These are funds which invest in both shares and fixed-income bonds. Maximum limits are usually prescribed on trading shares or bonds. Funds offer various strategies depending on the investor’s risk capacity. The proportion of shares in a fund with a growth strategy is therefore very high, while a fund employing a defensive strategy will invest the majority of its assets in fixed-income bonds. Balanced strategies strike a middle course between these two strategies. In these funds, the proportions of shares and bonds are about the same. May also be referred to as portfolio funds or investment strategy funds depending on the provider.

Term-Nr.: 578

German: Mischfonds (543)

Source: Swiss Fund Guide 2010 m. e. E., 20.04.2010

Notice: The contents of this terminology collection Lawpedia® with a focus on business law (especially financial market law) have been researched with great care and compiled on the basis of an extensive flash card, training materials and literature. The various sources (as far as they could be found) can be found in the abbreviations and source references. References to other sources are welcome. Despite the care taken, the provider cannot accept any liability for the accuracy, completeness and topicality of the information provided. The information is of a general nature in particular and does not constitute legal advice in individual cases.

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