FOR SECURITY-CONSCIOUS INVESTORS OVER EUR 100,000 INVESTMENT VOLUME
Building a portfolio with growth potential doesn’t mean you have to take unnecessary risks. Our fixed income portfolios are designed to provide you with continuous stable returns. Based on audited corporate bonds, these investments offer a level of collateral comparable to that of government bonds, with significantly higher returns.
Genève Invest is an experienced specialist in fixed income corporate bonds and enables private investors to create a professional portfolio that is otherwise only possible for institutional investors such as pension funds or college funds.
We will be happy to explain our investment philosophy to you and answer your questions during a non-binding consultation. Simply fill out the adjoining form or give us a call:
Info-Telephone (+352) 278 603 34 – we look forward to hearing from you!
Yes, please send me your company presentation and inform me about development possibilities of my portfolio without obligation:
The return on federal bonds has been significantly reduced in recent years, with the performance of many bonds growing at a inferior rate than inflation.
This means that conservative investors need a new source of dependable, secure investments.
That’s where Genève Invest’s Fixed Income Portfolios come in.
Based in highly vetted corporate bonds, these investments are able to deliver the dependability of government bonds, while yielding significantly higher returns.
As an independent Swiss asset management firm, and specialist in the area of fixed-interest investment types, Genève Invest has generated proven annualized returns of 6 percent over the past five years by purchasing corporate bonds listed on the stock exchange (KPMG & BDO audited performance results).
Our expert team of wealth managers utilize a wide array of professional databases and modern analytical tools to select the best bonds to meet your investing goals. Our selection process includes a comprehensive analysis of potential issuers and guarantors, whom we meet before structuring a portfolio. This gives us a thorough understanding of how each company in question is managed. As Value Investors, we take advantage of fluctuations in the market to secure bonds at an attractive price.
We diversify the investment across the largest possible number of bonds so that the risk of individual portfolios failing is kept low.
During the bond’s ownership period, all relevant factors are monitored continuously. In addition to developing crucial balance sheet information, we track key performance indicators, such as debt level, operating profit, and cash flow. Our wealth managers carefully track all of these factors to ensure you remain invested in highly-stable funds. If a bond is underperforming, we can adjust accordingly.
The returns on Fixed Income securities are typically reduced when the residual term decreases. As a rule, this effect is more substantial with corporate bonds than with government bonds. Because we do not retain most of our bonds until the repayment date, we can use this interest curve effect to generate additional yields.
In contrast to banks’ savings bonds and time deposits, the money invested in the purchase of corporate bonds is not tied up for a specific period. Instead, the bonds can be sold via the stock exchange at the market price at any time. Our clients can view the performance and sales value of their portfolio positions at any time, through their secure account portal.
When constructing our portfolios, we pay attention to the seniority of the bond. This means that we are generally high up in the ranking of debtors and, in case of insolvency, we are awarded a high recovery rate. For a portfolio of 30 different bonds (or more) with an average repayment rate of 50 per cent for senior bonds (in the case of a default), the potential default risk of one single bond in relation to the whole portfolio is less than 1.7 per cent.
To ensure the highest level of transparency, we analyzed the returns of client portfolios during the period of 2009-2020 and had the results and methodology audited by the auditing firms KPMG & BDO, Switzerland.