1. INVESTMENT FUNDS

Swisscanto provides a broad selection of mutual funds to help clients achieve their financial goals, whether they aim for growth, stability, or income.

Equity Funds

Equity funds invest in stocks of companies across various industries and geographies. These funds are ideal for investors seeking long-term capital appreciation.

Types of Equity Funds

Swiss Equity Funds: Focused on established Swiss companies, these funds appeal to investors who value stability and familiarity with the local market.

Global Equity Funds: Diversified exposure to companies worldwide, enabling investors to benefit from international market trends and growth.

Sector-Specific Equity Funds: These funds concentrate on high-potential industries such as technology, healthcare, renewable energy, and more.

Bond Funds

Bond funds invest in fixed-income securities, offering steady income and lower volatility than equities.

Varieties of Bond Funds:

Government Bonds: Low-risk bonds issued by sovereign states, suitable for conservative investors.

Corporate Bonds: Provide higher yields by investing in bonds issued by private corporations, with options for investment-grade or high-yield bonds.

Emerging Market Bonds: Focused on bonds from developing countries, offering higher returns but with increased risk.

Inflation-Linked Bonds: Protect against inflation by adjusting returns based on consumer price indices.

Mixed Funds

These funds offer balanced exposure to equities, bonds, and other asset classes, making them suitable for investors seeking moderate growth with diversified risk.

Strategies can be conservative, balanced, or growth-oriented depending on the investor's risk tolerance.

Real Estate Funds

Swisscanto provides access to property markets without requiring direct ownership.

Real estate funds generate stable income through rental yields and value appreciation over time.

Types of Real Estate Funds

Residential Real Estate: Focused on housing developments.

Commercial Real Estate: Includes offices, retail properties, and logistics facilities.

Sustainable Funds

These funds prioritize investments in companies and projects that meet strict ESG (Environmental, Social, Governance) criteria.

Examples:

Green bonds financing renewable energy projects.

Equity funds investing in businesses committed to reducing carbon emissions.

Social impact funds promoting access to healthcare and education.

Thematic Investment Funds

Focus on long-term trends such as:

Digital Transformation: Investments in artificial intelligence, cloud computing, and cybersecurity companies.

Climate Solutions: Supporting businesses addressing global warming, such as renewable energy firms and clean technology providers.

Aging Population: Companies innovating in healthcare, senior living, and biotechnology.

2. ASSET MANAGEMENT SERVICES

Swisscanto provides professional asset management services for both individual and institutional clients.

For Private Clients:

Personalized Investment Strategies: Each client’s portfolio is tailored to their financial goals, risk tolerance, and investment horizon.

Wealth Preservation: Strategies designed to protect assets during volatile market conditions while enabling steady growth.

Discretionary Portfolio Management: Clients delegate portfolio management to Swisscanto’s experts, who make strategic investment decisions on their behalf.

For Institutional Clients:

Customized Mandates: Institutional investors, such as pension funds, benefit from tailored strategies that align with their financial objectives.

Specialized Approaches:

Factor Investing: Strategies such as value, momentum, and quality investing.

Liability-Driven Investment (LDI): Tailored to match the future liabilities of pension funds and insurance companies.

3. REAL ESTATE INVESTMENTS

Swisscanto enables clients to diversify their portfolios with real estate assets through professionally managed funds and direct investments.

Core Offerings:

Real Estate Funds: Accessible to private and institutional investors, offering exposure to high-quality properties.

Portfolio Management: Expert management of diversified real estate portfolios, reducing the complexities of direct ownership.

Sustainability in Real Estate: Swisscanto emphasizes eco-friendly buildings and projects in its property investments.

4. INVESTMENT ADVISORY SERVICES

Swisscanto provides expert guidance to help clients optimize their investment strategies.

Portfolio Optimization:

Regularly analyzing portfolios to identify areas for improvement and realignment with financial goals.

Risk Management:

Proactively managing and mitigating risks to protect against market volatility and economic uncertainties.

Market Insights:

Offering clients insights into market trends, macroeconomic developments, and emerging opportunities.