BEKB Strategy Balanced
Risk Profile: Balanced (45% Equity) Asset Allocation: Various Provider: Berner Kantonalbank
Update
The return for 2025 is 6.81%.
Portfolio Composition
The strategy-oriented portfolio consists primarily of cost-exempt collective investment fund share classes (“zero-tranche” classes) and low-cost ETFs.
The BEKB investment universe systematically integrates sustainability considerations.
Company Description
As a traditional Swiss cantonal bank and FINMA-regulated institution, Berner Kantonalbank AG (BEKB) has been offering individual and innovative wealth management and advisory solutions since 1988. Since 2010, BEKB has provided discretionary mandates incorporating a sustainable investment approach.
USPs
- Sustainability in our DNA: BEKB has a long track record in sustainable investing. Sustainability is firmly embedded throughout the entire investment process and reflected in the guiding principle “Hüt für Morn” (Today for Tomorrow).
- Regionally rooted expertise: Since 1988, BEKB’s Asset Management division has delivered locally managed, innovative solutions to institutional investors and private clients, complemented by the services of its in-house trading center.
- Technology & innovation: Since 2021, machine learning has been used in bond funds. AI serves exclusively as a support tool for portfolio managers in the security selection process.
- Direct access to the portfolio manager: With an individual discretionary mandate, clients receive a tailored solution and personal access to a dedicated portfolio manager. Individual mandates are available starting from an invested amount of CHF 1 million.