Investing according to your risk profile

If you choose a collective asset management solution, the Mirabaud Vested Benefits Foundation will invest your assets in one or several investment funds that meet your objectives and correspond to your risk profile. The asset allocation is determined at investment fund level; changes are not viable.


Preservation Fund

  • Short-term 50%
  • Bonds 50%

Growth Fund

  • Short-term 55%
  • Bonds 25%
  • Equities 10%
  • Alternative investments 5%
  • Property 5%

Dynamic Fund

  • Short-term 40%
  • Bonds 40%
  • Equities 10%
  • Alternative investments 5%
  • Property 5%

Simplicity and ease

Simplicity and ease are the main characteristics of our collective investment solutions; there is no need to acquire sophisticated asset management knowledge. All our funds are managed by Mirabaud Asset Management (Suisse) SA.

Note: No representations or warranties can be undertaken with regard to a performance equalling the BVG minimum interest rate or the preservation of the capital invested.

Links

Collective Investment Funds

Direct access to the investment funds offered in the context of our collective asset management solution.

To the funds