Our funds: Professional investment solutions even for amounts under CHF 1 million
Invest in actively managed funds
Unlike passive funds, which are oriented towards various indices, the actively managed counterparts are managed by professional fund managers who take care of the selection of shares or bonds. That is why you always have two advantages with our products: Our systematic assessments and the expertise of people who really understand how things work.
The Tareno Global Water Solutions Fund
An equity fund dedicated to a vital commodity: The Tareno Global Water Solutions Fund focuses exclusively on companies that contribute to the achievement of SDG 6 “Clean Water and Sanitation”.
The Schweizer Aktienperlen Fund
The Schweizer Aktienperlen Fund has set itself the goal of identifying companies with exceptional quality and above-average growth prospects from the broad spectrum of Swiss equities.
The Tareno Healthcare Funds
The Tareno Healthcare Funds provide access to one of the most dynamic and resilient sectors worldwide. The healthcare sector benefits from long-term demographic, social and technological growth drivers. As a result, the funds combine long-term growth potential with a defensive investment profile.
The CHARISMA (LI) Fund – Global
Is it possible to combine social commitment and profitable investments? You can, with our CHARISMA Fund, whose income from beneficial interest is donated to charitable projects.
The Hawk-Eye Certificate
An actively managed, rule-based equity strategy that uses chart and sentiment analysis to identify global market opportunities at an early stage. The secured USD certificate offers a flexible and transparent alternative to ETFs and has outperformed the global equity index since its launch in April 2023.
Which fund is right for me?
If you want to buy a fund, you should first consider your investment horizon. That’s why we establish right at the beginning whether you want to invest your money for an indefinite period of time or only until you have larger expenses. We will also discuss your risk tolerance and value expectations in order to find the right investment products for you.