Which investment instruments are used?

The most suitable investment instruments are selected for each asset class. Depending on this selection, investments are made in individual securities, actively investment managed funds or index funds.

• When using ETFs and other index funds, we make sure that cost-effective or institutional tranches are available which meet all the qualitative requirements.
• The asset class Equities Switzerland mainly consists of individual securities that are selected based on their dividend strength and their price potential.
• In the asset class Equities international we make use of factor index funds.