A full range of investment vehicles.
In connection with the general philosophy of the bank and our approach for selecting direct investments, our internal funds are managed independently and the construction of portfolios remains a reflection of our strong convictions of the moment. While the majority of our peers attempt to maximise on market rises, we believe that the focus should be more specifically on dealing with falls in the markets. This is a position that at times creates opposition (particularly because the basic premise is counter intuitive) but which however has the benefit of reducing rumours and other erratic behaviour. We target an accumulation of capital over time. Moreover, the bank itself invests on its own behalf in all of these funds, which is proof of the alignment of our interests with those of our clients.Our funds are divided into three principal categories:
Table of Contents
Funds covering a specific market and/or offering a management assistance tool for our client accounts
Bordier Satellite Equity Europe Fund
Bordier Global Emerging Market Fund
Bordier Swiss Equity Fund
Funds invested in emerging country shares by means of a selection of traditional asset managers or passive products (ETF) in the various corresponding geographical areas. The objective is to produce positive relative performance with regard to the MSCI Emerging Market index and, in parallel, to benefit from the strong growth in these countries. The management of the product is active on several levels: 1) The selection of the underlying funds which represent its solid core. 2) The geographical allocation on the basis of the macro-economic convictions of the moment. 3) The horizontal thematic allocation combining our long-term convictions and our selection of the best managers.
- Bordier CHF Fixed Income Fund
- Bordier Euro Short-Term Bond Fund
- Bordier USD Short-Term Bond Fund
Funds are invested principally in short-term bonds. The portfolio is managed actively by comparison to their indexes.
Funds with an extended time horizon
With a defensive connotation, attention is given to the quality of the model of the companies chosen, independently of the usual reference indexes.
Bordier US Select Equity Fund
Bordier Core Holdings Europe Fund
Asset allocation funds
- Bordier Prévoyance Individuelle 25
- Bordier Prévoyance Individuelle 40
These are balanced funds for the allocation of assets valued in CHF, for which the strategic shares portion is 25% and 40%, respectively. All of the analysis and research skills of Bordier & Cie are devoted to this. As a matter of fact, the investment committee decides on the asset allocation while the implementation, either directly or through third-party funds, results from the choice made by the responsible analysts. Moreover, while holding at least 50% in CHF, it offers a diversification that is both geographical and monetary. Thus, the management is active at several levels (classes of assets, currencies, placement funds, direct investments) and the reference universe is the OPP2.
BO Fund IV
BO FUND IV has carefully assessed the requirement of Article 6 of the SFDR and has decided not to take into account the long-term risks in its investment decisions, as well as the results of the assessment of the probable effects of the risks in sustainability on the performance of the financial product.
UK reporting status
Swiss domiciled Funds
Through a coordinated approach
A global and horizontal coverage
A quantitative approach
The principle of common sense
‘Best in class’ approach
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Restrictions on sale
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