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Strategy

Your personal investment strategy

From all globally important asset classes
we build your ETF Portfolio+

Just tell us your risk tolerance and investment amount and we will invest your assets so you can sit back and relax.
We put together your ETF portfolio from all available asset classes: Money market instruments, stocks, government
and corporate bonds, real estate, commodities and precious metals….
and if your investment profile allows it: private equity, cryptocurrencies or hedge funds as well.

 

Investing in capital markets involves risks. Please refer to our risk disclosure.

With the  + of investment opportunities

Responsible investing: we select all ETFs according to sustainability criteria (ESG) whenever possible.

If you do not agree with our investment proposal or want to make changes and additions (e.g. direct investments):
no problem, we are flexible

Depending on your needs or the market situation, we use non-parametric risk models to automatically adjust your portfolio so that it always fits your objectives

You can find our current selection of ETFs here 

From this selection of ETFs, we put together your initial investment proposal. However, as the market for ETFs is constantly changing, we are always on the lookout for even better ETFs, which we then gradually replace.

Asset class ETF TER Titles ESG
Money Market Liquidity (no ETF available; cash remains on the account) 0.00% 1
Government Bonds Government Bonds Switzerland
Government Bonds Europe
Government Bonds global
Government Bonds Emerging M.
iShares Swiss Domestic Government Bond 7-15yr
iShares EUR Goverment Bond 5-7yr
iShares Global Goverment Bond
VanEck J.P. Morgan EM Local Currency Bond
0.30%
0.20%
0.20%
0.20%
7
27
772
271
Corporate Bonds Corporate Bonds CHF
Corporate Bonds EUR
Corporate Bonds USD
Corporate Bonds global
Coco-Bonds global
iShares Core CHF Corporate Bond
SPDR Bloomberg SASB Euro Corporate 
SPDR Bloomberg SASB U.S. Corporate
VanEck Emerging Markets High Yield
WisdomTree AT1 CoCo Bond
0.15%
0.15%
0.15%
0.40%
0.50%
633
501
2’526
303
129


Stocks Stocks Switzerland
Stocks Germany
Stocks Europe
Stocks USA
Stocks Emerging Markets
Stocks global
Stocks global
UBS Swiss Performance Index
DWS Xtracker DAX
VanEck European Equal Weight Equity 
UBS S&P 500 
UBS MSCI Emerging Markets Socially Responsible
UBS Global Gender Equality
UBS MSCI World Climate Paris Aligned
0.15%
0.09%
0.20%
0.12%
0.27%
0.20%
0.20%
141
30
102
291
173
99
704

.




Real Estate Real Estate Switzerland UBS SXI Real Estate 0.75% 54
Commodities Commodities global Lyxor Bloomberg eq.-weight Commodity ex-Agriculture 0.30% 12
Precious metals Gold Swisscanto Physical Gold 0.41% 1
Crypto currencies Crypto currencies global 21Shares Krypto Basket  2.50% 5
Private Equity Private Equity global iShares Listed Private Equity 0.75% 66
Hedge Funds Hedge Funds global UBS HFRX Global Hedge Fund Index 0.33% 37

Investing in capital markets involves risks. Please refer to our risk disclosure.

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+ 41 44 211 79 71
info@invesdecenty.ch

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