Our Stratégie Equipondéré ESG Impact fund is for investors with a balanced risk profile who are seeking long-term capital growth and additional income through a sustainable investment.

• This fund is a diversified solution for investors who want to have a positive impact on society and the environment.
• With a time horizon of over seven years, this fund strikes a balance between the target return and moderate risk tolerance.
• Investment decisions take into account sustainability factors while adhering to strict financial criteria in terms of risk, return, liquidity, and cost.
• The investment strategy is built around specific themes and trends in favor of sustainable development.
• This fund is managed and closely monitored by a team of experts.

Our Stratégie Equipondéré ESG Impact fund reflects BCV’s Balanced investment strategy. It’s a diversified solution designed to produce both capital growth and steady income.

The bulk of the portfolio is invested in stocks and bonds, which are equally weighted. A small allocation is set aside for other asset classes (such as Swiss real estate) that can be added to improve long-term profitability and reduce volatility.

When we select companies to invest in, we apply both our core financial analysis and ESG criteria.

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