Investments for Sustainable Wealth & Asset Growth
The Swiss stock market is one of the most attractive in the world. To all our clients, private and institutional investors and financial intermediaries, we offer investments that have achieved above-average returns in the past and have audited performance certificates. The annual net returns on our investments can be found in the overview under the button on the right.
Equity investments
approx. 100%
As a fund
available!
Investment content:
Swiss equities
Format Swiss equities invests in listed Swiss companies. When choosing, we attach particular importance to the profitability of the company, a healthy balance sheet, intact future prospects, sustainability and an adequate company valuation. The right investment if you want to achieve long-term capital gains.
Swiss equities
approx. 100%
As a fund
available!
Investment content:
Swiss equities SMEs
This investment invests in medium-sized and smaller listed Swiss companies. When selecting, we attach particular importance to the profitability of the company, a healthy balance sheet, intact future prospects, sustainability and an adequate company valuation. The right investment if you want to achieve substantial capital gains over the long term.
Swiss equities SMEs
approx. 100%
As a fund
available!
Investment content:
Swiss equities with a high dividend yield
This investment invests in listed Swiss companies with high dividend yields. In addition to the dividend yield, we place particular emphasis on the company's profitability, a healthy balance sheet, intact future prospects, sustainability and an adequate company valuation. The right investment if you want to generate capital gains and income over the long term.
Swiss equities Dividend stocks
Bonds
As a fund
available!
Investment content:
Bonds world
Format Bonds World is a global bond investment tailored to the respective interest rate environment, which aims for higher returns than those for liquidity. When selecting investments, we value sustainability, among other things. The right investment if you want to ensure asset retention and income with a low risk budget.
Bonds world
Mixed investments
Conservative
approx. 35% (25-45%)
Investment content: Swiss equities, world bonds
Format Konservativ is a mixed investment of Swiss equities and bonds. The right investment if you want to achieve capital gains with a low risk budget.
conservative
Balanced
approx. 50% (40-60%)
Investment content: Swiss equities, world bonds
Format Balanced is a mixed investment of Swiss equities and bonds. The right investment if you want to achieve capital gains with a moderate risk budget.
Balanced
Plus
approx. 45% (0-50%)
As a fund
available!
Investment content:
Swiss equities, dividend stocks, bonds
Format Balanced Plus is a mixed investment of Swiss equities with a high dividend yield and a global bond investment. The right investment if you want to achieve regular income and capital gains with a medium risk budget. This investment is also particularly suitable for retirement portfolios.
Balanced Plus
International
approx. 50% (0-60%)
Investment content: Swiss and international equities, world bonds, alternative investments
Format Balanced International is a mixed investment of Swiss equities, international equities, world bonds and selected alternative investments. The right investment if you want to achieve capital gains with a moderate risk budget.
Balanced International
Growth
approx. 65% (55-75%)
Investment content:
Swiss equities, world bonds
Format Wachstum is a mixed investment of Swiss equities and bonds. The right investment if you want to achieve capital gains with an increased risk budget.
growth
Format Vermögen & Anlagen AG holds a FINMA license as a wealth & asset manager for collective investment schemes.
