Our solutions are tailored to different needs and requirements. But one thing they have in common is that they all follow our exclusive GO investment approach – and produce results.
Our products and portfolios have a modular structure. The advantage of this is that you don’t have to invest in rigid products; instead, you can diversify into flexible investments – which also reflect your personal needs and individual life situation.
Read the brief descriptions of our solutions for the main features of the individual investments. We would be pleased to explain particular aspects and details in a personal meeting.
The Global Opportunity Portfolio Classic implements our GO Investment Approach in a modular structure:
Balanced allocation of high-yield bonds and individual exchange-listed stocks. The equity component is comprised of high-dividend and growth stocks, mainly small- and mid-caps.
We prefer a global selection in terms of countries, currencies and sectors. The majority of the portfolio is comprised of distribution-oriented investments that generate continuous liquidity to be reinvested in growth stocks.
Your benefits: Return-oriented portfolio with a balanced risk profile. The modular structure allows you to accommodate your personal needs and changing life situation.
Global Opportunity Portfolio Markets implements our GO Investment Approach in a modular structure:
Balanced allocation of medium- to high-yield bonds and stocks, with investments in individual stocks rather than stock funds or exchange-traded funds (ETF).
The equity ratio is divided into a regional stock ETF/fund portfolio and a tactical stock ETF portfolio. The regional stock ETF/fund portfolio is distributed globally and weighted in accordance with economic and cyclical criteria. In the tactical stock ETF portfolio, investments are made in oversold and undervalued stock markets with a short- to medium-term time horizon.
Your benefits: Our focus is on positive returns with minimal fluctuation. The modular structure allows you to accommodate your personal needs and changing life situation.
The Global Opportunity Bond Portfolio for Swiss pension funds implements our GO Investment Approach in a modular structure:
This discretionary portfolio is geared toward Swiss pension funds and institutional clients looking for positive returns in Swiss francs on the bond market. The global investment universe includes both investment-grade bonds and non-investment-grade or non-rated bonds. Preference is given to Swiss bonds, with global opportunities added for diversification. The currency risk is actively hedged in CHF.
Your benefits: We enable positive returns on bond investments at a time when interest rates are negative. This discretionary structure can also accommodate individual investment restrictions.
The Swiss Opportunity Real Estate Portfolio for Swiss pension funds implements our GO Investment Approach in a modular structure:
The discretionary portfolio is geared toward Swiss pension funds and institutional clients wishing to profit from the Swiss real estate market. The portfolio invests mainly in Swiss exchange-listed real estate stocks.
Your benefits: The value of the portfolio and the generation of dividends are ensured through rental income.
Nature, with its four seasons, is a good symbol for assets and investments. Artist Philipp Winterhalter interpreted the four seasons for us.