Mixed mandates
BVG Yield
Investment style |
Active risk-controlled approach based on a combination of economic analysis (top-down), assessment of sectors and companies (bottom-up), fundamental valuation and technical analysis. |
Reference currency |
CHF |
Minimum volume |
5m |
Benchmark |
BVG 93-index, 25% equity weighting |
Expected outperformance |
0.75% p.a., rolling over three years |
Expected tracking error/ Maximum tracking error |
1.25% / 3% |
Tactical asset allocation ranges |
Equities: 20-30% Bonds: 70-80% |
Implementation |
SaraPro Institutional Funds |
BVG Growth
Investment style |
Active risk-controlled approach based on a combination of economic analysis (top-down), assessment of sectors and companies (bottom-up), fundamental valuation and technical analysis. |
Reference currency |
CHF |
Minimum volume |
5m |
Benchmark |
BVG 93-index, 35% equity weightingCustomized |
Expected outperformance |
1.0% p.a., rolling over three years |
Expected tracking error/ Maximum tracking error |
1.5% / 3.5% |
Tactical asset allocation ranges |
Equities: 30-40% Bonds: 60-70% |
Implementation |
SaraPro Institutional Funds |
BVG Sustainability
Investment style |
Active risk-controlled approach based on a combination of economic analysis (top-down), assessment of sectors and companies (bottom-up), fundamental valuation and technical analysis. Investments are only made in stocks and bonds of companies that meet the Bank Sarasin sustainability criteria. |
Reference currency |
CHF |
Minimum volume |
20m |
Benchmark |
Customized |
Expected outperformance |
1.0% p.a., rolling over three years |
Expected tracking error/ Maximum tracking error |
3% / 4% |
Tactical asset allocation ranges |
As requested by client |
Implementation |
Via direct investments. Below minimum volume specified: partial use of collective instruments. For Swiss pension funds: SAST subfunds. |
In addition to the types of mandates described here, we also manage client-specific mixed mandates with personalised investment strategies.
