Investment Plans Liechtenstein

Euro / US Dollars

Income At choice for a premium payment period of 10 years or more

Investment strategy conservative – Moderate, but continuous growth
Types of investment Currencies Funds

Diversified 8%
17%
2% 40% Fortuna Europe Balanced Fund EUR
19%
Income EUR 15% CS Bond Fund Dynamic Euro
Active

3%
15% DWS Inrenta
15% UBS (Lux) Bond Fund – EUR B
78% 5% BSI-Multinvest – GBP Bonds
Plan No. 351 73%
5% CS Euroreal EUR (A)
5% Schroder ISF Emerging Markets A

Income 1% 10% 3%
45% CS Bond Fund (Lux) Euro (B)
2%
EUR 26% 45% Fortuna Europe Balanced Fund EUR
5% CS Equity Fund (Lux)
European Blue Chips (B)
73%
5% UBS (Lux) Strategy Fund –
Plan No. 91 85%
Equity (EUR) B

Income 3% 3% 40% BSI-Multibond USD

14%
BSI EUR 25% 40% Fortuna Europe Balanced Fund EUR
Basic

43% 10% BSI-Multieuropa

10% RMF Convertibles Japan
72% 40%
Plan No. 100

Income Real 6% 2% 40% Fortuna Europe Balanced Fund EUR

4%
USD 23% 25% Schroder ISF US Dollar Bond A
34%
25% JPMF – US Bond Fund – A (acc.)
5% UBAM –
60%
71% Neuberger Berman US Equity Value
Plan No. 127
5% JPMF –
Emerging Markets Equity Fund – A (acc.)

n Equities n CHF
n Bonds n EUR
n Other n USD
investment types
n Other currencies
 Balanced At choice for a premium payment period * of 15 years or more
Investment strategy well-balanced – Good growth chances,
yearly price fluctuations possible
Types of investment Currencies Funds

Balanced 1% 10% 3% 40% CS Bond Fund (Lux) Euro (B)

2% 40% Fortuna Europe Balanced Fund EUR
EUR
34%
15% CS Equity Fund (Lux)
European Blue Chips (B)
65%
5% UBS (Lux) Strategy Fund –
Plan No. 92 85%
Equity (EUR) B

Balanced 4% 3% 40% Fortuna Europe Balanced Fund EUR

14%
BSI EUR 30% BSI-Multibond USD
Basic

34%
20% BSI-Multieuropa
30% 53% 10% RMF Convertibles Japan
62%
Plan No. 101

Balanced Real 6% 2% 40% Fortuna Europe Balanced Fund EUR

4%
USD 33% 20% Schroder ISF US Dollar Bond A
34% 20% JPMF – US Bond Fund – A (acc.)
15% UBAM –
60%
61% Neuberger Berman US Equity Value
Plan No. 128
5% JPMF –
Emerging Markets Equity Fund – A (acc.)

n Equities n CHF
n Bonds n EUR
n Other n USD
investment types
n Other currencies
 Growth At choice for a premium payment period * of 20 years or more
Investment strategy dynamic – Very good growth chances,
larger price fluctuations possible
Types of investment Currencies Funds

Diversified 9% 15% 8% 40% Fortuna Europe Balanced Fund EUR

Growth EUR 15% CS Bond Fund Dynamic Euro
38% 7%
15% DWS Inrenta
Active

53% 5% CS Euroreal EUR (A)

70%
5% Fidelity Funds – Japan Fund
Plan No. 352
5% JPMF – US Value Fund – A (acc.)
5% Nordea 1 – European Value Fund
5% Schroder ISF Emerging Markets A
5% UBS (CH) Equity Fund – Switzerland

Growth 1% 11% 3% 40% Fortuna Europe Balanced Fund EUR

EUR 2% 30% CS Bond Fund (Lux) Euro (B)
44% 25% CS Equity Fund (Lux)
European Blue Chips (B)
55%
5% UBS (Lux) Strategy Fund –
Plan No. 93 84%
Equity (EUR) B

Growth 4% 3% 40% Fortuna Europe Balanced Fund EUR

18%
BSI EUR 25% BSI-Multibond USD
Basic

39%
25% BSI-Multieuropa
46% 10% RMF Convertibles Japan
57% 33%
Plan No. 102

Growth Real 5% 2% 40% Fortuna Europe Balanced Fund EUR

4%
USD 15% Schroder ISF US Dollar Bond A
43% 34%
15% JPMF – US Bond Fund – A (acc.)
25% UBAM –
52% 60%
Neuberger Berman US Equity Value
Plan No. 129
5% JPMF –
Emerging Markets Equity Fund – A (acc.)

n Equities n CHF
n Bonds n EUR
n Other n USD
investment types
n Other currencies
 Information and Notes on the Investment Plans

The choice of an investment plan enables guaranteed benefits to be secured; they depend on the
chosen tariff/product and type of investment (see General Policy Conditions).
Benefits guarantees remain in effect as long as the necessary background conditions are satisfied.
Any waiver of the survival benefits guarantee is irrevocable and cannot be reversed by a further
amendment of the contract.
All investment plans are selected from the range of funds available from our investment partners.
They are offered within the investment strategies INCOME, BALANCED and GROWTH under the
categories Active and Basic.
The «Active» plans differ from the «Basic» plans in the number of funds included and/or in the
method of the asset management. In addition, a change of plan is only possible if the entire capital
saved is invested in the new investment plan (shift). A mere change in the plan in which future
premiums are to be invested (switch) is not possible.
For life annuity insurances, no restrictions apply to the minimum premium payment period when
an investment strategy is selected. The contractual minimum annuity is always guaranteed.
Both the investment plans and the funds contained in them are carefully selected and permanently
monitored by our investment and financial specialists. The quarterly reports and further information
on the investment plans are published on the internet.

Valid from 1st October 2007

* Investments composed of the same funds but with a shorter premium payment period can
only be concluded via individual fund selection, with waiver of guaranteed survival benefits. If the
sum insured is increased or the investment is changed, the premium payment period in effect from
the beginning of the contract will continue to apply to the selected investment plan.
FLPR053E 06.07

FORTUNA Lebens-Versicherungs Aktiengesellschaft – Städtle 35 – Box – LI-9490 Vaduz

Telefon 00423 236 15 45 – Fax 00423 236 15 46 – www.fortuna.li – fl.service@fortuna.li