Fixed Income CHF
Risk Profile: Fixed Income (0% Equity) Asset Allocation: Bonds, Provider: Arete Ethik Invest AG
Update
The «Fixed Income CHF» portfolio solution continues to perform very well. With an annualised return of 0.7 % over the past ten years, the portfolio has comfortably outperformed both its benchmark and the peer-group median. In Switzerland’s low-interest-rate environment, it represents a compelling addition to a bond allocation. Investors seeking a CHF bond portfolio should consider the Arete Ethik Invest solution as part of a manager selection process.
Portfolio Composition
To achieve the investment objective, the portfolio manager invests in individual CHF-denominated bonds from an ethically screened investment universe. The diversified portfolio comprises bonds issued by financially sound, forward-looking issuers. Depending on the market and interest-rate cycle, these may include corporate, sovereign and quasi-sovereign bonds.
Company Description
Arete Ethik Invest is a FINMA-regulated, owner-managed Swiss asset management company. Its experienced investment and ethics research team focuses on transparent investment solutions built around carefully selected, future-ready companies and issuers.
USP
Arete Invest is a partner-led investment boutique that invests with foresight and seeks to preserve sustainable prosperity across generations. As one of the pioneers of ethical investing in continental Europe, Arete Invest has relied on a scientifically grounded ethics committee for 30 years, combining long-term economic viability with societal values.
Arete Invest creates value for its clients through active management and a consistently fundamental investment approach. Its decisions are based on in-depth fundamental and sector analysis as well as rigorous ethical assessments. In selecting securities, Arete Invest seeks attractive price-to-value asymmetries that offer compelling growth potential and robust margins of safety. Experienced portfolio managers, flat hierarchies and interdisciplinary thinking provide a high degree of flexibility in meeting individual client requirements.