ISV Balanced Strategy I

The ISV Balanced Strategy I is an actively managed collective investment fund that invests 50% in US equities, following the strategy of the ISV Equity Strategy I. The remaining 50% is invested in corporate bonds. ISV selects the securities for the US equity portion, choosing 15% of the companies from the S&P 1500 and weighting them according to their market capitalization. The strategy was developed by Dr. Jan Pichler in his doctoral thesis and is a variation of the profitability factor. Silex Partners AG selects the corporate bonds based on its expertise in this area.