ESG asset allocation funds

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.
  • We factor environmental, social, and governance (ESG) criteria into our core financial risk-management process, with no negative impact on investment risk and return.
  • Our funds are subject to supervision by the Swiss Financial Market Supervisory Authority, so they’re safe, transparent, and closely monitored to protect investors.
     

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 entire range of funds for personal banking clients. By integrating these criteria into our asset management processes, we’re able to identify potential ESG opportunities and risks that may not be captured by our core financial analyses. The end goal here is to increase your portfolio’s resilience, with no negative impact on expected risks or returns.
Beyond integrating ESG criteria across our asset allocation funds, minimum 25% of the assets in our Stratégie Equipondéré ESG Impact fund are set aside for thematic investments in companies that provide solutions to environmental and social challenges. The fund is for investors seeking long-term capital growth and additional income.

Systematic ESG integration

ESG strategic funds

Funds that systematically integrate ESG criteria

ESG Impact strategic funds

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

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.

  • 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.

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

Once you’ve filled out the questionnaire, a BCV advisor will contact you within 48 hours to finalize your investment.

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