Performance is produced by the real economy and its companies
Find out moreAccess professional asset management from CHF 50,000 and earn 0.5% additional interest on your savings
BEST OF MANDATE :
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An investment philosophy based on business performance and productivity
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An open architecture selecting the best international shares and bonds
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26 investment profiles in 4 currencies
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A community of thousands of investors, united by a pragmatic and rigorous investment philosophy
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SAVINGS
Savings + Epargne 3 =
I WANT TO BUILD UP MY SAVINGS AT THE BEST RATE
+0,5% on your savings -
SHARES
40 BCGE shares = +0,5%
I WANT TO BECOME A SHAREHOLDER IN MY BANK
on your savings -
MORTGAGE
Mortgage = +0,5%
I WANT TO FINANCE MY HOME WITH AN ONLINE LOAN
on your savings -
BEST OF MANDATE
Best of management mandate = +0,5%
I WANT TO INVEST IN A SERIOUS YET FUN WAY
on your savings
Investment profiles perfectly suited to your requirements
Best of Swiss Economy
Dynamic
Currencies CHF
Investment objectives
Putting the emphasis on realising capital gains while retaining a proportion in bond and property investments.Overweighting in Swiss assets
Investment time horizon
- Short/medium term
Risk tolerance
- Above average
- Capital fluctuations can be expected
- 100% CHF
Currencies CHF
Investment objectives
Putting the emphasis on realising capital gains while retaining a proportion in bond and property investments. Investing, as a priority, in Swiss assets recognised as sustainable
Investment time horizon
Medium term
Risk tolerance
- Above average
- Capital fluctuations can be expected
- 80% CHF
Best of ESG
Defensive
Currencies CHF
Investment objectives
Focused on preserving capital and generating yield. Investing, as a priority, in assets that are recognised as being responsible and/or sustainable
Investment time horizon
- Short/medium term
Risk tolerance
- Below average
- Minimum fluctuation in capital
Currencies CHF, EUR, USD, GBP
Investment objectives
Committed to achieving a balance between fixed income, securities and capital gains. Investing, as a priority, in assets that are recognised as being responsible and/or sustainable
Investment time horizon
Medium term
Risk tolerance
- Average
- Fluctuations in capital as small as possible
Currencies CHF, EUR, USD, GBP
Investment objectives
The focus is on generating capital gains, while at the same time investing a portion in bonds. Investing, as a priority, in assets that are recognised as being responsible and/or sustainable
Investment time horizon
Medium/long term
Risk tolerance
- Above average
- Fluctuations in capital can be expected
Currencies CHF, EUR, USD, GBP
Investment objectives
Long-term capital growth through a marked orientation on equity funds. Investing, as a priority, in assets that are recognised as being responsible and/or sustainable
Investment time horizon
Long term
Risk tolerance
- High
- Significant fluctuations in capital can be expected
The risk of fluctuations (upwards and downwards) is also at its highest here and for this reason a capital loss is quite possible.
In addition to traditional financial criteria, ESG also integrates Environmental, Social and Governance (ESG) issues into investment decisions.
Best of Genesis
Defensive
Currencies CHF
Investment objectives
Structured for the preservation of capital and income
Investment time horizon
- Short/medium term
Risk tolerance
- Below average
- Minimal capital fluctuations
Currencies CHF
Investment objectives
Aimed at achieving a balance between fixedincome securities and capital gains
Investment time horizon
Medium term
Risk tolerance
- Average
- Fluctuations in capital as small as possible
Currencies CHF
Investment objectives
Focusing on capital gains while at the same time investing a part of the fund in bonds
Investment time horizon
Medium/long term
Risk tolerance
- Above average
- Fluctuations in capital can be expected
Currencies CHF
Investment objectives
Long-term capital appreciation by a marked emphasis on equity funds
Investment time horizon
Long term
Risk tolerance
- High
- Significant fluctuations in capital can be expected
The risk of fluctuations (upwards and downwards) is also at its highest here and for this reason a capital loss is quite possible
Best of Classic, non-focused profiles
Defensive
Currencies CHF, EUR, USD, GBP
Investment objectives
Structured for the preservation of capital and income
Investment time horizon
- Short/medium term
Risk tolerance
- Below average
- Minimal capital fluctuations
Currencies CHF, EUR, USD, GBP
Investment objectives
Aimed at achieving a balance between fixedincome securities and capital gains
Investment time horizon
Medium term
Risk tolerance
- Average
- Fluctuations in capital as small as possible
Currencies CHF, EUR, USD, GBP
Investment objectives
Focusing on capital gains while at the same time investing a part of the fund in bonds
Investment time horizon
Medium/long term
Risk tolerance
- Above average
- Capital fluctuations can be expected
Currencies CHF, EUR, USD, GBP
Investment objectives
Long-term capital appreciation by a marked emphasis on equity funds
Investment time horizon
Long term
Risk tolerance
- High
- Significant capital fluctuations can be expected
The risk of fluctuations (upwards and downwards) is also at its highest here and for this reason a capital loss is quite possible
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