Investments for Sustainable Wealth & Asset Growth
The Swiss stock market is one of the most attractive in the world. To all our clients, private and institutional investors and financial intermediaries, we offer investments that have achieved above-average returns in the past and have audited performance certificates. The annual net returns on our investments can be found in the overview under the button on the right.
Equity investments
approx. 100%
As a fund
available!
Investment content:
Swiss equities
Format Swiss equities invests in listed Swiss companies. When choosing, we attach particular importance to the profitability of the company, a healthy balance sheet, intact future prospects, sustainability and an adequate company valuation. The right investment if you want to achieve long-term capital gains.
approx. 100%
As a fund
available!
Investment content:
Swiss equities SMEs
This investment invests in medium-sized and smaller listed Swiss companies. When selecting, we attach particular importance to the profitability of the company, a healthy balance sheet, intact future prospects, sustainability and an adequate company valuation. The right investment if you want to achieve substantial capital gains over the long term.
Mid & Small Cap Equity
approx. 100%
As a fund
available!
Investment content:
Swiss equities with a high dividend yield
This investment invests in listed Swiss companies with high dividend yields. In addition to the dividend yield, we place particular emphasis on the company's profitability, a healthy balance sheet, intact future prospects, sustainability and an adequate company valuation. The right investment if you want to generate capital gains and income over the long term.
Dividend Yield
approx. 100%
As a fund
available!
Investment content: One or more format Swiss equities funds
Format Swiss equities Flex invests flexibly in the three existing format investments: Swiss equities, medium-sized and smaller companies, and dividend stocks. Depending on the investment environment, investments are made in one or more of these investments. Format uses decision criteria to specifically exploit phases with optimal performance.
Swiss Flex
Stocks offer an excellent opportunity to directly benefit from the positive development of leading publicly traded Swiss companies on the SIX Swiss Exchange. As an independent Swiss wealth and asset manager with in-depth expertise and years of experience, we pursue a sustainable investment strategy that generates stable returns and attractive dividends over the long term. We specifically select Swiss stocks that demonstrate strong earnings power, healthy balance sheets, and sustainable corporate governance. In this way, we optimally position your investments, even in volatile markets, ensuring they reflect your individual financial goals as well as the principles of responsible investing. That’s why we offer tailored stock portfolios that are precisely aligned with your needs.
Bonds
As a fund
available!
Investment content:
World bonds
Format Bonds World is a global bond investment tailored to the respective interest rate environment, which aims for higher returns than those for liquidity. When selecting investments, we value sustainability, among other things. The right investment if you want to ensure asset retention and income with a low risk budget.
Bonds form a crucial pillar of a balanced investment strategy. They provide a stable income source and enable portfolio diversification. As an independent Swiss wealth and asset manager, we place special emphasis on carefully selecting bonds that offer both security and yield. We consider sustainable options that align with current market conditions and promote long-term value growth. With this precise selection, we integrate bonds into your overall investment strategy to ensure a stable earnings position.
Alternative investments
Absolute Return
As a fund
available!
Investment content:
Absolute return funds
Format Absolute Return invests in absolute return investments and aims at asset growth and outperformance. The diversified portfolio has low volatility and low correlation with stocks and bonds. Established strategies and managers with appropriate return and risk profiles are taken into account. Drawings can be made on a monthly basis with a lead time of 20 days, and returns are possible on a quarterly basis, four months in advance.
Absolute Return
Alternative investments, when combined with stocks and bonds, allow for better portfolio diversification. Particularly interesting are Absolute Return investments and gold. Absolute Return investments achieve very low volatility with target returns of 4%-5%. With their help, and in combination with defensive stocks, portfolios with minimal value fluctuations can be created.
Gemischte Anlagen
Conservative
approx. 35% (25-45%)
Investment content:
Swiss equities,
world bonds and
Absolute return investments
Format Konservativ is a mixed investment of Swiss equities, world bonds and absolute return investments. The right investment if you want to achieve capital gains with a low risk budget.
Conservative
Balanced
approx. 50% (40-60%)
Investment content: Swiss equities, world bonds
Format Balanced is a mixed investment of Swiss equities and bonds. The right investment if you want to achieve capital gains with a moderate risk budget.
Balanced
Plus
approx. 45% (0-50%)
As a fund
available!
Investment content:
Swiss equities, dividend stocks, bonds
Format Balanced Plus is a mixed investment of Swiss equities with a high dividend yield and a global bond investment. The right investment if you want to achieve regular income and capital gains with a medium risk budget. This investment is also particularly suitable for retirement portfolios.
Balanced Plus
international
approx. 50% (0-60%)
Investment content: shares
Switzerland and internationally,
world bonds and
Absolute return investments
Format Balanced International is a mixed investment of Swiss equities, international equities, world bonds and selected alternative and absolute return investments. The right investment if you want to achieve capital gains with a moderate risk budget.
Balanced International
Growth
approx. 65% (55-75%)
Investment content:
Swiss equities, world bonds
Format Wachstum is a mixed investment of Swiss equities and bonds. The right investment if you want to achieve capital gains with an increased risk budget.
Growth
Mixed investments combine stocks, bonds, and alternative investment options to spread risk while also achieving an attractive return. Our extensive experience in the area of mixed investments ensures that your portfolio not only grows sustainably but also responds flexibly to market changes. By integrating different asset classes, we create a stable foundation that protects your capital while also providing the opportunity for attractive returns.
Format Vermögen & Anlagen AG holds a FINMA license as a wealth & asset manager for collective investment schemes.
