Investment products

Investment funds

Access to investment markets with broad diversification even when only investing small amounts.

Your benefits at a glance:

  • Reduction of risk through broad diversification of your investments
  • Strong liquidity, as fund units can generally be returned at net asset value
  • Investment funds — and thus your assets — are protected as
    special assets in the event of the issuer’s insolvency
  • Investments are possible even with small amounts
  • Bank CIC offers specialised investment funds for
    CHF investments

Funds offered by Bank CIC

Invest with the best asset managers worldwide. By investing in investment funds, you gain access to all investment markets and benefit from a broad diversification even when investing only small amounts. We support you with our know-how and will find the right products for you. Irrespective of whether it is an in-house fund or a fund from third-party providers.

 

Name

Currencies

Investment universe

Strategy (CHF)

CHF

This fund invests in equities and bonds with a focus on CHF. Raw materials are added as required. The quotas of the individual instruments vary depending on the market situation.

Large Caps Swiss Equities Active

CHF

This fund invests in shares of highly capitalised Swiss companies.

Small & Mid Caps Swiss Equities Active

CHF

This fund invests in shares of Swiss companies with a market capitalisation of less than CHF 7 billion.

Corporates Bond CHF

CHF

This fund invests at least two thirds of its assets in CHF bonds (mostly corporate bonds) with ratings ranging from AAA to a minimum of BBB-.

Government Bonds CHF

CHF

This fund invests at least one third of its net assets in government bonds and/or state-related companies that are implicitly or explicitly guaranteed by a state or state-like institution.

Bond Europe – Swiss Focus

EUR

This fund invests at least two thirds of its assets in bonds denominated in European currencies (except CHF) with ratings of AAA to a minimum of BBB-.

Convert Bond

EUR/CHF (abgesichert)

This fund invests primarily in convertible bonds with an open geographical, currency or sector-specific universe.

High Yields Bond "CHF Primus"

CHF

This fund invests in above-average CHF bonds (mostly corporate bonds) with ratings of AAA to a minimum of B-.

Further information on our investment funds can be found on the right-hand side.

ETF

Exchange traded funds (ETFs) are investment funds that aim to replicate the performance of a specific index, for example the Swiss Market Index (SMI).

Your benefits at a glance:

  • Benefit from low management fees
  • Broad diversification with only one product
  • Strong liquidity, as fund units can be returned at net asset value
  • Investments are possible even with small amounts