Strategies
With your investment in our investment funds for private clients, you are making systematic provisions. We offer you seven investment strategies with different risk profiles.
The right strategy for you
Align your strategy with your aspirations and goals. You should consider what type of investor you are, the level of your risk affinity and the time horizon for your investment.
Stable
- CHF/currency hedged
- 100%
- Total cost (TER)
- 0,14%
- Year-to-date return
- 1,10%
Suitable for an investment horizon of:
Stable
Bonds
- CHF/currency hedged
- 95%
- Total cost (TER)
- 0,55%
- Year-to-date return
- 3,23%
Suitable for an investment horizon of:
Minimum 3 years
Defensive
- CHF/currency hedged
- 90%
- Total cost (TER)
- 0,57%
- Year-to-date return
- 4,18%
Suitable for an investment horizon of:
Minimum 5 years
Balanced
- CHF/currency hedged
- 85%
- Total cost (TER)
- 0,58%
- Year-to-date return
- 5,09%
Suitable for an investment horizon of:
Minimum 7 years
Growth
- CHF/currency hedged
- 80%
- Total cost (TER)
- 0,59%
- Year-to-date return
- 5,96%
Suitable for an investment horizon of:
Minimum 9 years
Aggressive
- CHF/currency hedged
- 75%
- Total cost (TER)
- 0,61%
- Year-to-date return
- 6,83%
Suitable for an investment horizon of:
Minimum 11 years
Equities
- CHF/currency hedged
- 70%
- Total cost (TER)
- 0,62%
- Year-to-date return
- 7,67%
Suitable for an investment horizon of:
Minimum 13 years
