BEST OF MANAGEMENT MANDATE

Asset management adapted to your profile from CHF 50,000

SAVINGS

BCGE SHAREHOLDER

MORTGAGE LOAN

MANAGEMENT MANDATE

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MANAGEMENT MANDATE

What are the advantages?

  • An investment philosophy focused on corporate performance

  • An open architecture selecting the best international shares and bonds

  • Personalised management: 26 investment profiles in 4 currencies

  • A community of several thousand investors won over by a pragmatic and rigorous investment philosophy

A comprehensive and pragmatic investment philosophy

BEST OF CLASSIC

Currency CHF, EUR, USD, GBP
Defensive
Cash
Bonds
Equities

Investment objectives

Focus on capital preservation and return

Risk tolerance

Below average
Minimum capital fluctuations

Investment time horizon

Short to medium term

Currency CHF, EUR, USD, GBP
Balanced
Cash
Bonds
Equities

Investment objectives

Focus on balance between fixed income investments and capital gains

Risk tolerance

Below average
Minimum capital flucutation

Investment time horizon

Medium term

Currency CHF, EUR, USD, GBP
Dynamic
Cash
Bonds
Equities

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

Currency CHF, EUR, USD, GBP
World Equity
Cash
Equities

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

Currency CHF
Defensive
Cash
Bonds
Equities

Investment objectives

Focus on capital preservation and return

Risk tolerance

Below average
Minimum capital fluctuations

Investment time horizon

Short to medium term

Currency CHF
Balanced
Cash
Bonds
Equities

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

Currency CHF
Dynamic
Cash
Bonds
Equities

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

Currency CHF
World Equity
Cash
Equities

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

Currency CHF
Defensive
Cash
Bonds
Equities

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

Currency CHF
Balanced
Cash
Bonds
Equities

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

Currency CHF
Dynamic
Cash
Bonds
Equities

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

Currency CHF
World Equity
Cash
Equities

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

Currency CHF
Dynamic
Cash
Bonds
Equities
Real estate

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
 

Currency CHF
Dynamique ESG
Cash
Bonds
Equities
Real estate

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

When must the minimum deposit of CHF 50,000 be made at the very latest in order to benefit from the interest bonus for a Best of management mandate?
+

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.

More products = more interest

EPARGNE

+0.5%

BCGE SHAREHOLDER

+0.5%

MORTGAGE LOAN

+0.5%