Asset allocation funds

Our asset allocation funds let you diversify your investments among stocks, bonds, short-term holdings and the money market, in line with your investor profile. You get a balanced investment portfolio managed by our experienced asset managers.

Highlights

  • Choose among our BCV Fonds Stratégique asset allocation funds to find the optimal risk/return profile for your level of risk tolerance. You can invest even a small amount and earn potential gains from the most lucrative financial markets.
  • Our eight asset allocation funds each follow a defined strategy, and your investment portfolio will be managed by our team of experts.
  • Asset allocation funds are governed by Swiss federal law, and individual issuers are subject to strict regulatory oversight.

Details

Our asset allocation funds are ideal for spreading risk among the main asset classes: stocks, bonds and the money market. The funds’ diversification mitigates your investment risk while giving you a balanced portfolio.

We take a responsible, sustainable approach that factors environmental, social, and governance (ESG) criteria into our entire range of Swiss-registered funds. By integrating these criteria into our decision-making process, we’re able to identify potential opportunities and risks that may not be captured by our core financial analyses. Plus, this approach has no negative impact on expected risks or returns.

You can invest even small amounts – just a few hundred francs – to buy one or more shares in a fund. The value of our funds’ shares is published daily on the BCV website and in the financial press.

Our asset allocation funds offer nine investment strategies to choose from, each with different investment objectives. The asset allocation for each strategy targets a different level of return based on the desired risk exposure and investment horizon.

 

  • Our active investment strategies are designed to match or beat the performance of the reference strategy during rising or volatile markets, and mitigate losses during market downturns. Our investment process draws on proprietary models developed in-house that factor in economic fundamentals as well as market indicators.
  • Semi-active investment strategies track an index. They are designed to provide an attractive return over the long term for a given level of risk, although returns are more volatile in the short term.
Stratégies de placement

Solutions for all types of investors

Every investor is different. Your risk tolerance and time horizon will vary depending on your financial situation and any major projects or plans you may have. Learn more about our various funds to find the right one for you.

That’s why we developed this investment proposal to help you determine which investment strategy and fund is best for you. And you can invest in that fund directly online.

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Useful documents

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Stratégies actives

Les Fonds d'allocation d'actifs (FAA) offrent différentes structures de placement pouvant être adaptées aux besoins et aux objectifs individuels de l'investisseur. Les profils actifs privilégient une variation significative des différentes catégories de placement.

File size : 738.29 KB - Last update : 13 February 2018

 

Stratégies semi-actives

Les Fonds d'allocation d'actifs (FAA) offrent différentes structures de placement pouvant être adaptées aux besoins et aux objectifs individuels de l'investisseur. Les cinq stratégies semi-actives respectent votre profil de risque et favorisent une large diversification des placements.

File size : 2.27 MB - Last update : 14 January 2019

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