Access professional asset management from CHF 50,000 and earn 0.5% additional interest on your savings

BEST OF MANDATE :

  • An investment philosophy based on business performance and productivity

  • An open architecture selecting the best international shares and bonds

  • 26 investment profiles in 4 currencies

  • A community of thousands of investors, united by a pragmatic and rigorous investment philosophy

The incarnation of a concrete and pragmatic investment philosophy

Your advantages

Personalised follow-up

Daily monitoring of your portfolio by our management centre

The performance calculation is certified according to internationally recognised standards

The ability to continuously and securely view the status of your portfolio

A monthly management report on your portfolio

Investment profiles perfectly suited to your requirements

Best of Swiss Economy

Currencies CHF

Dynamic
Cash
Bonds
Equities
Real Estate

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

Dynamic SRI
Cash
Bonds
Equities
Real Estate

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
In addition to traditional financial criteria, ESG integrates Environmental, Social and Governance issues into investment decisions

Best of ESG

Currencies CHF

Defensive
Cash
Bonds
Equities

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
In addition to traditional financial criteria, ESG also integrates Environmental, Social and Governance (ESG) issues into investment decisions.

Currencies CHF, EUR, USD, GBP

Balanced
Cash
Bonds
Equities

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
In addition to traditional financial criteria, ESG also integrates Environmental, Social and Governance (ESG) issues into investment decisions.

Currencies CHF, EUR, USD, GBP

Dynamic
Cash
Bonds
Equities

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
In addition to traditional financial criteria, ESG also integrates Environmental, Social and Governance (ESG) issues into investment decisions.

Currencies CHF, EUR, USD, GBP

World Equity
Cash
Equities

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 Best of World Equity fund is aimed at informed investors who prefer equity-based funds. This profile provides the best opportunity of achieving above-average, long-term real growth.
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

Currencies CHF

Defensive
Cash
Bonds
Equities

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

Balanced
Cash
Bonds
Equities

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

Dynamic
Cash
Bonds
Equities

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

World Equity
Cash
Equities

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 Best of World Equity fund is aimed at informed investors who prefer share-based funds. This profile provides the best opportunity of achieving above-average, long-term real growth.
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

Currencies CHF, EUR, USD, GBP

Defensive
Cash
Bonds
Equities

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

Balanced
Cash
Bonds
Equities

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

Dynamic
Cash
Bonds
Equities

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

World Equity
Cash
Equities

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 Best of World Equity fund is aimed at informed investors who prefer share-based funds. This profile provides the best opportunity of achieving above-average, long-term real growth.
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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