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.
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.