COMFORT «active» – Active investment fund mandate for superior performance

COMFORT «active» focuses primarily on active bond and equity funds. Our portfolio managers only select funds that are among the best in their category («best-in-class approach»).

The portfolio is globally diversified and actively managed. As an investor, you benefit directly from the assessments and forecasts of our investment specialists and are able to optimize the opportunities and risks within the scope of your investment strategy.

Minimum investment	CHF 100,000 or the equivalent
Reference currency	CHF and EUR
Available strategies	Yield, balanced, growth, equity
Investment instruments	Primarily active bond and equity funds
Management style	Tactical

Professional asset management already available from CHF 100,000
Objective selection of the best-quality funds using the expertise of our best fund managers
Our investment specialists’ assessments have a direct impact on your portfolio
Continuous tracking of the financial markets and trends
Constant monitoring of your portfolio
Consistent and systematic investment process within the scope of your investment strategy
Detailed reporting and all the documents you need for your tax return (only available for selected countries)