- Higher returns: When you invest through BCV, your savings can potentially grow faster than in a traditional savings account.
- Reliable support: Investing can be daunting when you’re starting out. But you can get the support you need from our advisors, who are available to answer your questions at a branch or by videoconference.
- Flexibility: We’ll propose an investment solution in line with your particular circumstances, whether you intend to invest large sums of money or as little as CHF 50 per month.
- Socially responsible: We’re in the process of integrating environmental, social, and governance (ESG) criteria across our range of investment funds for personal banking clients.
- Investor profile: Before you invest, we will sit down with you to determine your investor profile, which is based on your financial capacity, risk tolerance, and experience in finance.
- Investment objectives: We will prepare an investment proposal that’s in line with your investment timeframe and how you wish to invest your money (e.g., through a large initial investment, or smaller, regular investments).
- Investing sustainably: If you prefer socially responsible investing, we’ll take that into account. All our asset allocation funds apply ESG criteria. One fund in particular allocates 25% of its assets to thematic investment products focused on companies providing solutions to environmental and social challenges.
- BCV offers you the opportunity to invest your money in the financial markets, even if you only plan on saving small amounts on a regular basis. With our Start Invest savings plan, you can put away as little as CHF 50 per month, and you won’t have to pay any brokerage fees.
- Are you looking to invest in a fund that’s tailored to your risk tolerance level and that offers the kinds of returns you’re looking for? BCV’s asset allocation funds meet the needs of any investor.
- Our BCV Stratégie Equipondéré ESG Ambition fund is ideal for investors with a balanced risk profile and who are seeking long-term capital growth and additional income. ESG criteria are incorporated across the fund, and at least 25% of the fund’s assets are allocated to thematic investment products focused on companies providing solutions to environmental and social challenges.
| Features | BCV Start Invest | Asset allocation funds |
|---|---|---|
| Minimum amount | CHF 50 (max. CHF 2,000) | CHF 10,000 |
| Invested in the stock market | Monthly | Whenever you choose |
| Recommended Investment horizon | At least 5 years | At least 3 years |
| Brokerage fees | None | 1.5% for buy orders, none for sell orders |
| Length of time money is tied up | None | None |
| Make an appointment with a BCV advisor | Make an appointment with a BCV advisor | |
| Learn more | Determine your investment profile |
The BCV Actif Offensif ESG (CHF) fund has just won the 2022 Lipper Fund Award for Switzerland in the Mixed Asset CHF Flexible category for its excellent performance over ten years. This asset allocation fund incorporates environmental, social, and governance (ESG) criteria into its investment strategy.
It is a sub-fund of the BCV Fonds Stratégique umbrella fund, which applies BCV’s investment strategy for private clients. This highly diversified umbrella fund invests in a broad range of asset classes and allows all clients to benefit from BCV’s expertise, regardless of how much they invest.
The BCV Actif Offensif ESG (CHF) fund was recognized for delivering the best risk-adjusted return in its category, ahead of 17 other investment funds.
If you’re looking to boost your returns in the medium term while fully protecting your capital, then Fix’Invest could be the ideal solution.
If you prefer to invest independently, you can open an account with TradeDirect, BCV’s secure and low-cost online trading platform.
If you have over CHF 500,000 in assets, our specialists can provide you with personalized advice.
Interested?
BCV Start Invest
Le plan d’épargne en fonds BCV Start Invest vous offre l’opportunité d’accéder aux marchés financiers même avec des montants modestes et de disposer à long terme de meilleures perspectives de rendements qu’avec une épargne traditionnelle.
File size : 203 KB - Last update: 25.05.2022
Fonds stratégiques de la BCV
Nos fonds stratégiques vous offrent une solution optimale en ce qui concerne la diversification et le choix de tactiques de placement. Parmi celles disponibles dans nos fonds, vous trouverez la stratégie adaptée à vos besoins.
File size : 775 KB - Last update: 19.01.2023
La BCV et l’investissement socialement responsable
File size : 2 MB - Last update: 28.06.2022