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BCV Horizon and BCV Ambition asset allocation funds

Our asset allocation funds let you spread your investments across stocks, bonds, and the money market, according to your investor profile. The result: a diversified investment portfolio managed by experienced professionals.

Highlights

A team of experts manages our asset allocation funds according to a clear, time-tested strategy.
Our funds are governed by Swiss federal law and subject to regulatory oversight.
We factor environmental, social, and governance (ESG) criteria into our investment decisions in order to reduce ESG risks in pursuit of financial goals.

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

With our asset allocation funds, we aim to offer our clients a wide range of socially responsible investment solutions in line with best market practice while generating competitive returns over the long term. We incorporate ESG criteria into our asset management processes alongside traditional financial analyses in order to make informed investment decisions and strengthen our risk management over the long term.

While ESG criteria are factored into the management of all our asset allocation funds, we also offer our BCV Ambition fund range for investors who are especially attuned to environmental, social, and governance issues.

Swiss-registered funds

BCV Horizon funds

These funds take ESG risks into account in pursuit of financial goals, without incorporating any sustainability objectives.

BCV Ambition funds

These funds take ESG risks into account in pursuit of financial goals and seek to achieve one or more sustainability objectives.

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.

Solutions for every investor

Fill out our online questionnaire to find out which asset allocation fund and investment strategy is right for you and request a fund subscription.

A BCV advisor will contact you within two business days to finalize your subscription.

DETERMINE MY INVESTOR PROFILE (in French only)

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