Strategy lemania 30
The lemania 30 strategy is based on a less conventional index, yet very interesting due to its risk budget based on a diversified management of several asset classes and integrating an exposure to Swiss real estate.
- 30% invested in equities and similar risks
- multi-asset class management
- integrated risk budget for Swiss real estate
- index management
Investment methods
Investment fund or discretionary management mandate
Program Profile
Free choice of investment strategy
The free choice of strategy is the core value of the platform’s investment governance. Depending on their profile and objectives, policyholders can choose the lemania strategy that suits them. They can also choose whether they wish to proceed via an investment fund or via a standardized discretionary management mandate. Last but not least, the insured can choose to benefit from additional risk coverage if necessary.