Your personal investment strategy
From all globally important asset classes
we build your 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 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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