COMFORT «active» – Active investment fund mandate for superior performance
COMFORT «active» focuses primarily on active bond and equity funds. Our portfolio managers only select funds that are among the best in their category («best-in-class approach»).
- Professional asset management already available from CHF 100,000
- Objective selection of the best-quality funds using the expertise of our best fund managers
- Our investment specialists’ assessments have a direct impact on your portfolio
- Continuous tracking of the financial markets and trends
- Constant monitoring of your portfolio
- Consistent and systematic investment process within the scope of your investment strategy
- Detailed reporting and all the documents you need for your tax return (only available for selected countries)
The portfolio is globally diversified and actively managed. As an investor, you benefit directly from the assessments and forecasts of our investment specialists and are able to optimize the opportunities and risks within the scope of your investment strategy.
| Minimaler Anlagebetrag | CHF 100,000 or the equivalent |
|---|---|
| Verfügbare Strategien | yield, balanced, growth, equity |
| Anlageinstrumente | Primarily active bond and equity funds |
| Managementstil | Tactical |