BEST OF MANAGEMENT MANDATE
Asset management adapted to your profile from CHF 50,000
What are the advantages?
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An investment philosophy focused on corporate performance
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An open architecture selecting the best international shares and bonds
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Personalised management: 26 investment profiles in 4 currencies
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A community of several thousand investors won over by a pragmatic and rigorous investment philosophy
A comprehensive and pragmatic investment philosophy
BEST OF CLASSIC
Investment objectives
Focus on capital preservation and return
Risk tolerance
Below average
Minimum capital fluctuations
Investment time horizon
Short to medium term
Investment objectives
Focus on balance between fixed income investments and capital gains
Risk tolerance
Below average
Minimum capital flucutation
Investment time horizon
Medium term
Investment objectives
Focus on generating capital gains, while also investing a portion in bonds and real estate
Risk tolerance
Above average
Capital fluctuations can be expected
Investment time horizon
Medium to long term
Investment objectives
Focus on long-term capital growth through a marked orientation on equity funds
Risk tolerance
High
Significant capital fluctuations can be expected
Investment time horizon
Long term
Best of World Equity fund is aimed at informed investors who prefer equity funds. This profile offers the best opportunity to achieve above-average real growth over the long term. The risk of fluctuations (upwards and downwards) is also at its highest and, therefore, a loss of capital is quite possible.
Personalised investment profiles
Best of Genesis
Investment objectives
Focus on capital preservation and return
Risk tolerance
Below average
Minimum capital fluctuations
Investment time horizon
Short to medium term
Investment objectives
Focus on balance between fixed income investments and capital gains
Risk tolerance
Average
As little capital fluctuation as possible
Investment time horizon
Medium term
Investment objectives
Focus on generating capital gains, while also investing a portion in bonds and real estate
Risk tolerance
Above average
Capital fluctuations can be expected
Investment time horizon
Medium to long term
Investment objectives
Focus on long-term capital growth through a marked orientation on equity funds
Risk tolerance
High
Significant capital fluctuations can be expected
Investment time horizon
Long term
Best of World Equity fund is aimed at informed investors who prefer equity funds. This profile offers the best opportunity to achieve above-average real growth over the long term. The risk of fluctuations (upwards and downwards) is also at its highest and, therefore, a loss of capital is quite possible.
Best of ESG
Investment objectives
Focus on capital preservation and return. Seeking primarily responsible and/or sustainable assets.
Risk tolerance
Below average
Minimum capital fluctuations
Investment time horizon
Short to medium term
ESG takes into account environmental, social and governance (ESG) criteria in addition to traditional financial criteria when making investment decisions. Further information on https://www.bcge.ch/en/performance-responsable
Investment objectives
Focus on balance between fixed income investments and capital gains. Seeking primarily responsible and/or sustainable assets
Risk tolerance
Average
As little capital fluctuation as possible
Investment time horizon
| Medium term |
ESG takes into account environmental, social and governance (ESG) criteria in addition to traditional financial criteria when making investment decisions. Further information on https://www.bcge.ch/en/performance-responsable
Investment objectives
Focus on generating capital gains, while at the same time investing a portion in bonds. Seeking primarily responsible and/or sustainable assets
Risk tolerance
Above average
Capital flucutations can be expected
Investment time horizon
Medium to long term
ESG takes into account environmental, social and governance (ESG) criteria in addition to traditional financial criteria when making investment decisions. Further information on https://www.bcge.ch/en/performance-responsable
Investment objectives
Focus on long-term capital growth through a marked orientation on equity funds. Seeking primarily responsible and/or sustainable assets
Risk tolerance
High
Significant capital fluctuations can be expected
Investment time horizon
Long term
Best of World Equity fund is aimed at informed investors who prefer equity funds. This profile offers the best opportunity to achieve above-average real growth over the long term.
The risk of fluctuations (upwards and downwards) is also at its highest and, therefore, a loss of capital is quite possible.
ESG takes into account environmental, social and governance (ESG) criteria in addition to traditional financial criteria when making investment decisions. Further information on https://www.bcge.ch/en/performance-responsable
Best of swiss economy
Investment objectives
Focus on generating capital gains, while also investing a portion in bonds and real estate. Overweight position in Swiss assets
Risk tolerance
Above average
Capital fluctuations can be expected
Investment time horizon
Medium to long term
Investment objectives
Focus on generating capital gains, while also investing a portion in bonds and real estate. Investments are primarily made in Swiss assets that are considered sustainable
Risk tolerance
Above average
Capital fluctuations can be expected
Investment time horizon
Medium to long term
ESG takes into account environmental, social and governance (ESG) criteria in addition to traditional financial criteria when making investment decisions. Further information on https://www.bcge.ch/en/performance-responsable
Frequent questions
In order to benefit from the interest bonus, the minimum deposit of CHF 50,000 must be made before 29 June of the current year.
