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:
Bordier Satellite Equity Europe Fund
The fund principally invests its assets in shares listed on European stock exchanges recommended by in-house research activities. The selection of assets is made on the basis of a fundamental analysis coupled with an approach known as ‘Momentum’. The investment strategy is thus to favour securities known as ‘Satellites’, namely securities which have a potential for short/medium-term growth that appears to be greater than their respective sectors. This may be notably justified by a particularly attractive growth in value, a succession of good reports on the business market that have not yet been taken into account by the market, a history of operational reorganisation or improvement or particularly robust fundamentals for the company or its environment.
Bordier Global Emerging Market 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 Swiss Equity Fund
Funds invested in Swiss shares. These funds bring together all of the house recommendations concerning Swiss securities and complete the selection with strategic or tactical convictions drawn from the investment universe. The Swiss market is marked simultaneously by strong concentration in certain key sectors (health and food production) and by the large heterogeneity of the companies comprising it. In this environment, our investment strategy is more focussed on a judicious selection of securities than a very marked sectoral allocation. The performance of the funds is measured by comparison with the extended index of the Swiss stock exchange, the SPI (Price).
Bordier CHF Fixed Income Fund
Bordier Euro Short-Term Bond Fund
Bordier USD Short-Term Bond Fund
Funds invested principally in short-term bonds. The portfolio is managed actively by comparison to their indexes.
Bordier US Select Equity Fund
The fund principally invests its assets in the shares listed on NYSE and NASDAQ. The composition of the portfolio is based on criteria leading to a selection of values having one or more competitive advantages that will generate growth higher than the market and/or good resistance in the event of a market correction. The selection of companies places particular attention on the safety margin, the management quality, the credit ratings and the risk of valorisation intrinsic to and inherent in the company’s industry. Finally, we invest as an “owner” of the companies held in the portfolio with an extended period of holding.
Bordier Core Holdings Europe Fund
The fund only invests in securities of European companies which correspond to the Bordier “Core Holdings” definition and criteria. We consider that this approach proposes an investment opportunity with a potential that is greater than the market average, since it is based on a long-term perspective. The “Core Holdings” concept relies on the quality of the economic model of the target companies, as opposed to an index type of management. The quality of the economic model is measured by the growth potential and its resilience, high and stable margins and proportionally low capital intensity, all of which generate high and positive free cash-flow over the economic cycles and a high return on capital employed which is always higher than the cost of the capital, thus guaranteeing the creation of value over time. The companies selected must, moreover, present a favourable balance sheet to the shareholders, but with a moderate level of indebtedness, in order to avoid any tension during cycle downturns. Even if the list of companies comprising the fund is not required to comply with any sectoral or index allocation, the investment policy we follow complies with the principle of diversification and distribution of risks.
For more details click here
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.
The content is provided for informational purposes only and should not be used as the basis for any decision to purchase or redeem investments in any Bordier funds. The views and information expressed on this website do not constitute and may not be relied upon as constituting any form of investment advice or inducement to invest, and prospective investors must obtain appropriate independent professional advice before making investment decisions
BO Fund IV
Swiss domiciled Funds
In addition to our “shares” research and the management of our own funds, we also carry out a selection of (traditional or alternative) external funds:
By means of a coordinated approach by our specialised teams in Paris, Singapore, Geneva, London and our partner in New York.
A global and horizontal coverage of various classes of assets, but the element of proximity remains paramount.
A qualitative and quantitative approach that covers “business” risks, the investment approach and performance analyses as well as the human factor.
The common sense principle is applied at all times throughout the process, which allows us to maintain some perspective.
The result is a selection from an extended investment universe concentrated on funds based on convictions that are not widely indexed and which generate strong added values. A true concern only to keep the best (the “best in class approach”).
Our offices in Switzerland
You (referred to below as the “User”) must be aware of the provisions and conditions of use set out below before accessing the list of funds on the www.bordier.com site (the “Site”). By accessing and consulting the Site and its pages, you declare that you have understood and accepted, without any limitation or reservation, the conditions of use and the legal information concerning the Site and its contents. If you do not accept the conditions set out below, please refrain from accessing the Site and its pages.
Conditions of use
Access to this Internet Site may be restricted or prohibited for certain users. These limitations result, in particular, from the laws and regulations applicable in the jurisdictions where the User is domiciled or resident or of which he is a citizen. Persons to whom such restrictions apply must not access this Internet Site. Each User is responsible for making sure that he is authorised to access this Site. The Site is not intended for any person living in a jurisdiction where, by reason of his nationality, place of residence or for any other reason whatsoever, publication or availability of the Site might be prohibited. In particular, the investments or services are neither proposed nor sold in the United States or to citizens or residents of the United States, either for their own account or by way of profit.
The entire www.bordier.com Site is protected by copyright. Pages or parts of the Site may be downloaded or printed, provided that the indications concerning copyright or other mentions of intellectual property rights are not deleted. Downloading or any other form of copying of information present on the Site confers no rights therein. The Site shall not be reproduced in whole or in part, forwarded in any manner whatsoever, amended or used for public or commercial purposes, nor may links be created to the Site without the prior written authorisation of Bordier & Cie.
The content of this Site is provided for information only and shall not under any circumstances be construed as representing advice, an offer, a recommendation or an invitation to buy or sell shares in collective capital investments (referred to below as the “Investment Funds” or the “Funds”) or any other investment product.
The Investment Funds to which the Site refers and the corresponding prospectuses are not intended for the residents or citizens of a State whose laws or regulations in force at present prohibit access to such products.
No guarantee with regard to content
Banque Bordier & Cie takes the greatest care when selecting the information which it publishes on the Site. However, it cannot give any guarantee whatsoever as to its accuracy, reliability or exhaustive nature. The opinions and other information published on the Site may be amended at any time without prior notice. The information and/or material contained on the Site cannot be used as a reliable basis for any investment decision or for a decision of any other kind. Every investment decision must be based on pertinent, specific and professional advice and every potential investor should therefore seek the legal and fiscal advice of a professional before taking any investment decision.
Performance quoted on this Site is historical performance and is neither a pointer to, nor a guarantee of, present or future performance. Moreover, the performance figures do not take account of the commissions and expenses charged when units are issued or redeemed. The value of the investment products to which reference is made on this Site may fluctuate, both upwards and downwards, and investors may possibly not recover the amounts invested by them. The risks are described in detail in the Investment Fund prospectuses.
Limitation of liability
Under no circumstances, in particular in the event of negligence, may Bordier and its data suppliers be held liable for losses or damages of any nature whatsoever, including e.g. direct, indirect or consequential damage which might result from access to this Internet Site, its use, consultation, searches made or links to other sites, even if they have been expressly warned of the existence of such a risk.
Restrictions on sale
The Investment Funds to which reference is made on the Site are registered at the very least in their country of origin and in Switzerland. Any offer, sale or delivery of units in other countries is governed by the legislation applicable in those countries. In particular, the units have not been and shall not be registered under the Securities Act 1993 of the United States of America (“Securities Act”) and therefore cannot be offered, sold or delivered to US persons.
This Internet Site is not intended for persons who are governed by jurisdictions in which (by reason of their nationality, place of residence or for any other reason) publication or access to this Site is prohibited. A User who is subject to such restrictions shall neither access nor use the Site.
Units in the Investment Funds and SICAVs (mutual funds) described in more detail in the list of “Funds” are only distributed publicly in the countries where these Investment Funds are authorised for distribution to the public. Some subfunds/classes of these Funds are intended for qualified investors only. It is the User’s responsibility to consult his advisers and the sales restrictions relating to the products in question.
Applicable law and place of jurisdiction
All matters and potential disputes connected with access to, and use of, this Internet Site are governed by Swiss law, and Geneva is the sole place of jurisdiction.