Income Portfolio
Risk Profile: Income (10% Equity) Asset Allocation: Bonds, Equity Provider: Arete Ethik Invest AG
Update
The income portfolio of Arete Ethik Invest AG consists of 30% equities and 70% bonds. The bonds are exclusively of high quality.
With a track record rating of 3.4, the portfolio is one of the most attractive solutions in this risk profile and generated a return of 2.43% in 2025.
Portfolio description
To achieve the investment objective, the portfolio manager invests in a managed account in global equities and bonds from a unique, ethically screened investment universe. The diversified portfolio consists of individual stocks, bonds as well as high conviction real estate and microfinance funds.
Company description
Arete Ethik Invest is a FINMA-regulated asset management company based in Switzerland. The experienced investment and ethics research team focuses on transparent investment solutions based on carefully selected sustainable companies and issuers.
USP
We are a partner-led investment boutique that invests with foresight and arete (excellence) and aims to secure intergenerational social prosperity. We have one of the longest track records in ethical investing in continental Europe and have been using a science-based ethics board for 30 years to ensure sustainability and social value compliance.
We offer our clients added value through active management with a systematic investment approach. We rely on quantitative valuation methods and ethical analyses as a fundamental framework. When selecting stocks, we take advantage of attractive price-value asymmetries and also use sector rotations to manage risk.
Our actions are characterized by well-trained portfolio managers and specialists, flat hierarchies and interdisciplinary thinking. This gives us a high degree of flexibility in implementing individual requirements.