EN At Genève Invest, we offer four distinct investment strategies designed to align with your financial goals and risk tolerance. Each strategy combines our in-depth expertise in high-yield bonds with a tailored mix of equity exposure. Fixed Income The strategy targets capital accumulation through the reinvestment of interest payments (coupons). Alternatively, it may be structured to provide regular coupon distributions for investors who prioritize income over reinvestment. This strategy prioritizes capital preservation while aiming to generate stable income and modest growth. In addition to interest income, a portion of the portfolio is allocated to assets with price appreciation potential in order to enhance overall returns. Balanced Strategy This strategy follows a diversified investment approach, aiming to generate returns through both interest income and capital appreciation. Capital market opportunities are actively utilised. The objective of this investment strategy is to capitalise on return opportunities in the capital markets by deliberately accepting investment risks. To this end, an above-average allocation to equities is expressly permitted. Our Investment Strategies
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1
with focus on High-Yield Bonds
Objective: Capital accumulation through the reinvestment of interest payments (coupons).
Equity Exposure: 0% | Bonds: 100%
2
Income Plus Return
Bonds with a exposure to stocks
Objective: Combine interest income with modest growth
Equity Exposure: 20-30% | Bonds: 70-80%
3
Equity and Fixed Income with focus on High-Yield Bonds
Objective: Generate returns through a diversified approach combining income and growth opportunities.
Equity Exposure: 30-70% | Bonds: 30-70%
4
Dynamic Investment
Targeting Long-Term Growth
Objective: Seek capital market returns by accepting investment risks, including a higher allocation to equities.
Equity Exposure: 70-100% | Bonds: 0-30%
