Important information about securities investments
Repositioning of VF (CH) - Valiant Vario
Valiant Vario, (security No 113932153) the investment product of Valiant Bank available to the clients of Liberty Foundation for Vested Benefits and Liberty Foundation for 3a Retirement Savings has recently been repositioned.
Valiant Bank has taken over portfolio management and changed investment strategy. The portfolio continues to be managed in line with the successful asset management mandate "Valiant Helvétique conservative".
The new strategy is based on the Valiant conservative investment strategy. Implementation is through investment in collective investment funds and direct investments in Switzerland and abroad, hedged in Swiss francs.
The existing risk profilelies between "conservative" and "balanced". Following the repositioning, the fund has a conservative investment profile focused on Swiss francs.
Individual asset management mandates
According to the new BVV2/OPP2 guidelines, perpetual bonds are henceforth to be classified as "alternative investments".
We shall implement this change internally during the current year and ask the asset managers concerned to check their mandates for compliance.
New cut-off times for the investment groups Swisscanto Anlagestiftung and Swisscanto Anlagestiftung Avant
The following cut-off times apply with immediate effect for subscriptions and redemptions in the investment groups of Swisscanto Anlagestiftung and Swisscanto Anlagestiftung Avant:
The new cut-off times for each investment group can be consulted on the "Dealing Table" of the Swisscanto website.