Conservative
This fund consists of around 90% bonds and 10% alternative investments. The emphasis is on fixed-income investments with lower potential returns and lower risk. It is a fund for investors who want minimal exposure to equity markets.
INVESTING
Choose from funds with a targeted approach that match your profile
Our strategic funds give you access to a globally diversified investment portfolio across asset classes, regions and sectors. Each fund is carefully managed on a daily basis by specialists using a strategy tailored to your return goals and risk profile.
Our experts define the composition of each portfolio, starting with five profiles, each with its own mix of equities and bonds (conservative, defensive, neutral, dynamic and aggressive) to strike the right balance between higher-potential/higher-risk and lower-potential/lower-risk investments.
Sometimes, however, it makes sense to deviate from the ideal ratio. If daily analysis of the financial markets and macroeconomic context shows that a tactical adjustment would be beneficial, the fund managers will take the opportunity. That way, they can profit from favourable market conditions or mitigate risks in more challenging ones.
This fund consists of around 90% bonds and 10% alternative investments. The emphasis is on fixed-income investments with lower potential returns and lower risk. It is a fund for investors who want minimal exposure to equity markets.
This fund consists of around 70% bonds, 20% equities and 10% alternative investments. The focus remains on lower-risk, lower-return investments. It is ideal for those who want limited exposure to equity markets.
This fund consists of approximately 45% equities, 45% bonds and 10% alternative investments. The balance between higher-risk/higher-return and lower-risk/lower-return investments is almost equal, making it a neutral option. It is a balanced fund offering equal exposure to equities and fixed income.
This fund consists of around 65% equities, 25% bonds, and 10% alternative investments. It clearly favours investments with higher return potential and higher risk.
It is ideal for those who want to invest in equities without fully excluding fixed-income assets.
This fund consists of approximately 95% equities and 5% alternative investments. The emphasis is on higher-risk investments. This is a fund for investors who want minimal exposure to fixed-income assets.
Invest in funds that match your goals
Are you looking to maximise potential returns with minimal risk? Or are you willing to accept potential losses in the hope of greater returns? Each of our funds aligns with a specific investment strategy, but they all share the same core values.
Your goal, our strategy
Fund managers will build an investment portfolio tailored to your financial goals and risk tolerance.
Access to global markets
The funds are broadly diversified across global themes and sectors, so even hard-to-access markets are within reach.
Professional management
Each fund is managed by a team of specialists who closely monitor the markets, seize new opportunities, and actively manage risk.
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