Dependable Returns
Interest payments occur on a fixed schedule. This means you’ll know when and where your investment growth will occur. Consistent returns are the backbone of fixed income portfolios.
Profit Stability
Our team calculates the expected yield from every corporate bond in a fixed income portfolio. You can sit back and let your investments do the work for you with less hassle, and less worry.
Low Risk
The Genève Invest approach of broad diversification, sound analysis, and professional security tools ensures a comparatively low risk for your investments. Rest easy knowing you're in good hands.
Why fixed income investments
belong in every portfolio
The return on federal bonds has been significantly reduced in recent years, with the performance of many bonds growing at a lower 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.
How the growth of a sample Fixed Income
Portfolio compares to other traditional investments
- Year 0:
- Year 5:
- Year 10:
- Year 15:
- Year 20:
* Fixed Income Portfolio
- € 100,000
- € 133,822
- € 179,084
- € 239,655
- € 320,713
- Year 0:
- Year 5:
- Year 10:
- Year 15:
- Year 20:
Government Bonds
- € 100,000
- € 107,728
- € 116,054
- € 125,023
- € 134,685
- Year 0:
- Year 5:
- Year 10:
- Year 15:
- Year 20:
Savings Account
- € 100,000
- € 102,525
- € 105,114
- € 107,768
- € 110,489
*Based on audited performance results from 2012-2017. Please CLICK HERE for a detailed look at our Investment Performance Results (audited by BDO).
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 (BDO audited performance results).
Learn MoreWhat you’ll receive with a Genève
Invest Fixed Income Portfolio
Professional analysis
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 comprehensive 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.
Broad diversification
We diversify an investment across the largest possible number of bonds so that the risk of individual portfolios failing is kept low.
Continuous monitoring
During the bond’s ownership period, all relevant factors are monitored continuously. In addition to developing important balance sheet, 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.
High degree of seniority
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 percent 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 percent.
How we measure investment
success for our clients
To ensure the highest level of transparency, we analyzed the returns of client portfolios during the period of 2012-2017 and had the results and methodology audited by the auditing firms KPMG & BDO, Switzerland.
View our performance results >>Do you have questions about our Fixed Income Portfolios?
Click the button below to contact a Genève Invest Wealth Manager, and learn how our Fixed
Income Portfolios are designed to generate a lifetime of dependable growth.