Investment Ideas

Our range of funds provides sophisticated clients with access to all major asset classes and regions. There is a complete investment solution for every risk profile and for the most challenging requirements. Our fund managers apply an active and innovative investment style aimed at outperforming the benchmark.

Our fund offering spans bonds, equities as well asfund of funds. In addition to traditional investment fund range, we also manage non-traditional (alternative) funds such Insurance Linked.

Investing into funds offers numerous advantages over purchasing individual securities directly, notably:

  • Broad diversification of investments with good risk/return profile
  • Professional management
  • Good liquidity and availability of capital
  • Regular information (the prices of our investment funds are published in various media)
  • Access to special markets typically out of reach for private investors
  • Consolidated asset statement with one net asset value covering many underlying securities.
    A proven investment instrument (comprehensive investor protection due to Collective Investment Act)

More on this topic

Performance comparisons, risk parameters and other figures for the funds are available in the Fund Finder.
Funds Finder

The fund ratings section contains the Morningstar Ratings for our mutual funds.
Fund ratings

General tax information for the funds is available in a seperate section.
Tax information

Tax information

An overview of useful general tax information
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Our clients

Premium Swiss private banking translates into enthusiastic clients
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