With a discretionary investment mandate, you specify the strategy and the risk with which your portfolio will be invested. After that, you leave the disciplined and careful implementation and daily monitoring to our experienced investment specialists.
MBaer GIO
MBaer Swiss Factor Portfolio
A growth-oriented equity mandate. The selection process follows a quantitative factor approach for the Swiss market.
The strategy has a concentrated portfolio consisting of stocks within the Swiss Performance Index. No collective investments are used.
Strategy
Dynamic (only Equity and Cash)
Currency
CHF
Your personal consultant:
Moritz Wild
Senior Banker, Partner
