Managed Fund Portfolio

The Managed Fund Portfolio follows the investment strategy of the Portfolio Management department of Bank CIC (Switzerland). The management of assets is actively implemented using third-party funds, and in part CIC CH funds. The CIC CH funds are currently only authorized for public sale in Switzerland, Luxembourg and (in some cases) France. In all other countries, units of CIC CH funds may not be sold, offered or delivered without authorization.

The information and data on Managed Fund Portfolio on the Bank CIC (Switzerland) website do not constitute an offer to conclude a contract or to buy or subscribe units.

Investment decisions must be taken in accordance with the individual circumstances and needs of the investor as well as his/her risk capacity and tolerance. The following information on Managed Fund Portfolio may therefore under no circumstances serve as recommendations or aids in decision-making with regard to your investment decisions. The information presented on the Bank CIC (Switzerland) website is not in any way of an advisory nature.

The value of the invested capital and the price of the fund units, as well as the resultant income and distribution amounts, are subject to fluctuation and may even be zero. Positive performance in the past is no guarantee of positive performance in the future. In particular, the preservation of the invested capital cannot be guaranteed, i.e. there is no guarantee that the value of the capital invested or the fund units at the time of their sale / redemption will correspond to the capital originally invested. Investments in foreign currencies are subject to additional exchange rate risks and currency risks, i.e. the performance of such investments also depends on the volatility of the foreign currency, which can have a negative impact on the capital invested. In the case of investments in investment funds, the risk/return potential also depends on the investment policy and investment focuses of the individual investment funds. For example, investments in the technology and emerging market sectors are very volatile, and this can result in a very high loss at the time of sale. Neither Bank CIC (Switzerland) nor its contractual partners accept liability for any losses. It is essential that you seek the advice of a qualified specialist before making your investment decision.

Should a legal relationship arise between the user and Bank CIC (Switzerland) as a result of the use of the Bank CIC (Switzerland) website and in particular use of the information on the Managed Fund Portfolio, the said relationship shall be governed exclusively by Swiss law.

By accessing the Bank CIC (Switzerland) website and in particular the information on Managed Fund Portfolio, you declare that you have understood and accept the present provisions and the general legal information.