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Our Investment Strategies

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—ranging from capital preservation to growth-oriented approaches.


1

Conservative
Steady Income from Bonds

0% Stocks
100% Bonds

2

Income Plus
Bonds with a Touch of Stocks

10-30% Stocks
70-90% Bonds

3

Balanced Growth
Equities and Bonds in Harmony

30-70% Stocks
30-70% Bonds

4

Dynamic
Targeting Long-Term Growth

70-100% Stocks
0-30% Bonds

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1

Conservative Strategy

Steady Income from Bonds

This strategy is ideal for investors seeking stability and predictable returns. Your capital is invested exclusively in bonds, carefully selected by our analysts. This ensures a conservative, interest-focused approach, with low exposure to market movements.

Objective: Preserve capital and generate regular interest income

Equity Exposure: 0% | Bonds: 100%

Risk Level: Low

Focus on capital preservation

Consistent income from fixed-interest bonds

Minimal market exposure

2

Income Plus

Bonds with a Touch of Stocks

This strategy balances stability with a selective equity component to enhance returns. While the core remains fixed-income investments, a smaller portion is allocated to equities to capture growth opportunities.


Objective: Combine interest income with modest growth

Equity Exposure: 10-30% | Bonds: 70-90%

Risk Level: Low to Moderate

Conservative with growth potential

Majority in bonds, selective equity exposure

Flexible equity share for risk control in downturns

3

Balanced Growth

Equities and Bonds in Harmony

Our balanced strategy is designed for investors seeking a healthy mix of stability and growth. Equities play a more prominent role while bonds continue to provide income and risk diversification. This strategy leverages market opportunities while maintaining discipline in challenging conditions.

Objective: Capture growth opportunities while limiting downside risk

Equity Exposure: 30-70% | Bonds: 30-70%

Risk Level: Moderate

Well-rounded diversification

Higher return potential with moderated risk

Dynamic equity allocation

4

Dynamic Strategy

Targeting Long-Term Growth

For investors focused on long-term capital growth, this strategy offers the highest equity exposure. While it involves higher market risk, it is designed to capture the full upside of the markets. Bond allocations serve as a stabilizing element in volatile times.

Objective: Maximize growth by embracing market opportunities

Equity Exposure: 70-100% | Bonds: 0-30%

Risk Level: Higher

Growth-oriented portfolio

Predominantly equities with expert bond selection

Actively managed to adapt to market cycles