Which investment instruments are used?

The most suitable investment instruments are chosen for each asset class. Depending on this selection, investments are made in individual stocks, actively managed funds or index funds.

  • When using ETFs and other index funds, we make sure that cost-effective or institutional tranches are available which meet all the qualitative requirements
  • We select Swiss equities according to the size of their dividends
  • In the European equities asset class, individual stocks are selected on the basis of their relative strength
  • In the global equities asset class, we make use of factor index funds
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