Golden Age Balanced OPP2

Fund profile

Multi-asset strategy: Composed of equities, fixed income, alternatives investments with opportunistic exposure to structured products.
Investments include actively managed UCITS funds, ETFs, alternative funds, and direct fixed-income securities.
Geographic focus on developed markets, with a biased towards the Swiss local market.
Flexible across geographies, sectors, and investment styles.
Low turnover strategy to ensure cost efficiency.
Target equity exposure ranges between 35% and 60%.
Investments ranges follow the limits established by OPP2.
Offers weekly liquidity.

Primarily invested in Investment Grade bonds issued by governments, financials, and corporates.
Natural bias towards the Swiss local market
Opportunistic allocations to high-yield and emerging market debt, depending on market conditions.
Blend of direct bond holdings and low-cost index funds or ETFs.
Strong emphasis on liquidity and capital preservation.

Last update23.05.2025

Good investment solution for long-term investors for their pension funds.
Backed by over 34 years of portfolio management experience across equities and fixed income.
Adaptive asset allocation based on evolving macroeconomic trends.
Investment insights stem from a seasoned team of 11 professionals, managing both UCITS long-only or alternative strategies.
Well-diversified across asset classes and geographies.
Comprehensive and independent risk management framework.

“ Asset allocation is the most important decision made by investors. Far more important than stock selection or market timing

”

David Swensen Ex-Chief Investment Officer, Yale University Endowment