Invest­ment Solutions from Tareno AG

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Our invest­ment solutions combine a struc­tured portfolio approach with the flexi­bi­lity of active invest­ment manage­ment. We always tailor our approach to your personal invest­ment goals and risk profile. Discover our four invest­ment solutions and watch short videos to learn about our key priori­ties and how we invest your assets.
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Actively Managed Invest­ment Solutions

We offer you four clearly struc­tured, actively managed invest­ment solutions.

  • Classic: A proven , broadly diver­si­fied, and globally oriented invest­ment solution with a forward-looking alloca­tion across stocks, bonds, and alter­na­tive invest­ments. The strategy is prima­rily imple­mented through direct invest­ments in indivi­dual securi­ties. Optio­nally, a version consi­sting exclu­si­vely of climate-friendly stocks can be selected. It is also possible to exclude private market invest­ments and/or crypto­cur­ren­cies.
  • Dividend: Based on the Classic solution. Stocks are selected accor­ding to additional criteria such as dividend yield and sustaina­bi­lity. Optio­nally, a version consi­sting exclu­si­vely of Swiss dividend-paying stocks can be chosen. It is also possible to exclude private market invest­ments and/or crypto­cur­ren­cies.
  • Water: The global importance of water is undis­puted. Invest­ments are made globally in publicly traded compa­nies that directly or indirectly offer products and services along the water value chain. Invest­ments in drinking water rights and water sources are excluded.
  • Swiss Oppor­tu­nity: The Swiss stock market offers a wide range of global market leaders in high-growth markets. Invest­ments are prima­rily made in quality stocks, though oppor­tu­ni­stic oppor­tu­ni­ties are also pursued. Optio­nally, investors can choose a variant that invests exclu­si­vely in small- and mid-cap stocks, i.e., exclu­ding the 20 largest large-caps in the Swiss Market Index (SMI).

All four solutions are available in CHF, EUR, and USD, each with up to five diffe­rent risk levels. This allows you to choose the equity alloca­tion that best suits your personal risk tolerance.

The “Classic” Asset Manage­ment Mandate

With the Tareno Classic invest­ment solution, you gain compre­hen­sive access to our full range of invest­ment exper­tise and our best invest­ment ideas. Our stock selec­tion focuses on globally leading compa­nies that are charac­te­rized by a first-class business model, sustained growth, and a solid finan­cial founda­tion.*

The “Dividend” Asset Manage­ment Mandate

Would you like to generate income from your assets? Then the “Dividend” invest­ment solution is just right for you. When selec­ting eligible stocks, we focus prima­rily on the size and consi­stency of dividends, price volati­lity, and sound balance sheets.*

The “Water” Asset Manage­ment Mandate

Our award-winning “Water” invest­ment solution is parti­cu­larly well-suited for investors who wish to focus on a specific theme. Through this fund, we invest globally in publicly traded compa­nies engaged in the develo­p­ment and commer­cia­lization of solutions to address water scarcity and water stress.*

The “Swiss Oppor­tu­nity” Asset Manage­ment Mandate

Our “Swiss Oppor­tu­nity” invest­ment solution allows you to benefit from the oppor­tu­ni­ties presented by small and medium-sized compa­nies. These often-overlooked stocks frequently offer higher returns compared to estab­lished compa­nies. With proven business models and solid balance sheets, they enable effec­tive diver­si­fi­ca­tion. Although they may experi­ence dispro­por­tio­na­tely large losses during market downturns, they offer the poten­tial for strong gains during bull markets. Our solution capita­lizes on these market dynamics, takes liqui­dity into account, and adapts to indivi­dual risk profiles.

*Our Classic, Dividend, Water, and Swiss Oppor­tu­nity invest­ment solutions can be combined accor­ding to your personal prefe­rences. The equity alloca­tion is tailored indivi­du­ally to your risk tolerance. Additio­nally, your portfolio can be strate­gi­cally supple­mented with bonds, alter­na­tive invest­ments, and cash. This ensures a custo­mized invest­ment strategy that reflects your values and goals.

The minimum invest­ment is 1 million CHF.