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    Zuger Kantonalbank

    Wir begleiten Sie im Leben.

    Asset management

    Asset management – your carefree package

    With our asset management service, you mandate us to manage your assets in line with the investment strategy we draw up together.

    Your perfect investment solution

    Find out which investment solution best suits your needs.

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    Investment fund mandate ESG

    Minimum investment amount

    CHF 100,000.–

    Management style

    Active
    ESG aspects consistently factored into the selection of investments

    Investment strategies

    • Income
    • Conservative
    • Balanced
    • Dynamic
    • Aggressive

    Deployed instruments

    Selected «best-in-class» funds or exchange traded funds (ETF).

    Client instructions

    No client instructions

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    Book appointment

    Asset management mandate ESG

    Minimum investment amount

    CHF 500,000.–

    Management style

    Active
    ESG aspects consistently factored into the selection of investments

    Investment strategies

    • Income
    • Conservative
    • Balanced
    • Dynamic
    • Aggressive

    Deployed instruments

    «Best-in-class» investment funds or exchange traded funds, depending on the investment class, with a sprinkling of direct investments such as equities, bonds and real estate. Commodities may also, in principle, be used.

    Client instructions 1)

    Specific investment instructions possible after consultation

    Order
    Book appointment

    Equity mandate ESG

    Minimum investment amount 2)

    CHF 500,000.– to CHF 1,000,000.–

    Management style

    Active
    ESG aspects consistently factored into the selection of investments

    Form

    • Switzerland
    • Dividends Switzerland
    • Europe
    • USA

    Investment strategies

    • Aggressive

    Deployed instruments

    Focus on equities of companies with a solid business model as regards profit and revenue growth, financing and profitability.

    Client instructions 1)

    Specific investment instructions possible after consultation

    Order
    Book appointment

    Fixed Income Mandate ESG

    Minimum investment amount

    CHF 500,000.–

    Management style

    Active
    ESG aspects consistently factored into the selection of investments

    Form

    • Fixed Income Mandate ESG CHF

    Investment strategies

    • Income

    Deployed instruments

    Focus on direct and collective schemes investing globally in government and corporate bonds. This allocation is supplemented by direct and collective investments in emerging-market and high-interest bonds.

    Client instructions 1)

    Specific investment instructions possible after consultation

    Order
    Book appointment

    1) Zuger Kantonalbank reserves the right not to comply with investment instructions.

    2) Equity mandate ESG Switzerland: CHF 1,000,000.–, Equity mandate ESG Emerging Markets: CHF 100,000.–, all other equity mandates: CHF 500,000.–

    With an asset management mandat you profit from the following advantages:

    • Personal advisor
    • Portfolio management by Zuger Kantonalbank
    • Annual portfolio discussion
    • Half-yearly asset statement
    • An investment strategy tailored to your personal circumstances
    • Systematic monitoring of your investment portfolio
    • Earnings optimisation in accordance with your risk profile
    • Continuous, structured investment process
    • Calculable and transparent prices

    The Zuger Kantonalbank fulfils the Global Investments Performance Standards (GIPS®).

    GIPS® Qualitätsstandards

    Zuger Kantonalbank claims compliance with the Global Investment Performance Standards (GIPS®). Within the meaning of the GIPS® Standard, the company Zuger Kantonalbank comprises all centralised portfolio management mandates of private and institutional clients that are managed by the Investment Center of Zuger Kantonalbank at its head office in Zug. A list of all composites and presentations may be requested from Zuger Kantonalbank, Bahnhofstrasse 1, AKIC, CH-6300 Zug. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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    Further information

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