Our funds: The simple investment for assets 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 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 Tareno Fixed Income Fund
All the advantages of professional asset management in one fund: that’s what the Tareno Fixed Income Fund offers. It invests entirely in fixed-income bonds and therefore has a manageable risk.
The Upright Schweizer Aktienperlen Fund
The Upright 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.
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 your value expectations. In addition to the Fixed Income strategy Fund, our theme funds, such as the Tareno Global Water Solutions Fund or the CHARISMA Fund, may also be a good option for your portfolio.