Thinking Sustainable!
This mandate is available in an ESG (Environmental, Social, Governance) version.
Who’s it best for?
Ideal for investors looking for a complete, competitive and efficient choice exclusively orientated towards a selection of funds that aims to find the best investment vehicles within each specific investment category.
Investment strategy
Focused on the selection of funds with the aim of creating a higher return compared to the benchmark for a similar level of risk.
The manager regularly rebalances the fund units based on your selected risk profile.
Depending on market conditions, the manager may over- or underweight the equity and/or bond allocation by 5% relative to the benchmark.
Benefits
You can contact our call centre between 8 a.m. and 5.30 p.m. Monday to Friday on 00800 800 767 76 (calls from Switzerland are free).
Alternatively, you can use our contact request forms.