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ESG asset allocation funds

For the socially conscious investor

Our asset allocation funds let you diversify your investments among stocks, bonds, short-term holdings, and the money market, according to your investor profile. You get a diversified investment portfolio that integrates ESG criteria and is managed by our experienced asset managers.

Highlights

A team of experts manages our asset allocation funds according to a clear, time-tested strategy.
Our funds are governed by federal law and subject to regulatory oversight.
We factor environmental, social, and governance (ESG) criteria into our core financial risk-management process in order to identify and mitigate risks that could affect the long-term financial performance of investments.

Details

Don’t put all your eggs in one basket

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

Choose socially responsible investing (SRI)

We take a responsible approach that factors environmental, social, and governance (ESG) criteria into our asset management processes alongside traditional financial analyses. This helps us make informed investment decisions and strengthens our risk management over the long term.

While we have incorporated ESG criteria into our management processes for all our asset allocation funds, we also offer our ESG Ambition fund range for investors who are especially attuned to environmental and social issues. With this range, a portion of the assets (at least 25%) is allocated to thematic products invested in companies that offer solutions to environmental and social challenges.

Swiss-registered funds

ESG strategic funds

Funds that systematically integrate ESG criteria

ESG Ambition strategic funds

Funds that systematically integrate ESG criteria + thematic investments targeting solutions to environmental and social issues.

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Our funds meet your investment needs

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

Interested?

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Other legal information

Please read our website and email Terms and Conditions before using our website or contacting us by email.