Management mandate Best of

Best of management mandate

With a Best of management mandate, you opt for a specific and structured investment strategy which captures the performance of the best companies and institutions worldwide.

Entrust your assets to a multidisciplinary team

The BCGE works with the best international fund managers in selecting some share funds, on the basis of a grid of criteria: quality, consistency and performance. The investment choice is made independently and neutrally.
The discretionary management mandate is an important gesture of confidence. We recommend that you arrange a meeting with your personal adviser to cover all the issues involved in this commitment. An in-depth and professional discussion is the best launching pad for a joint project which will bring us together for many years.

Investment profiles perfectly suited to your requirements

The range of Best of mandates, comprising 24 investment profiles, is structured to enable you to achieve your objectives, depending on your risk tolerance profile, your time horizon and the chosen reference currency.
It is through a worldwide approach that we select the best securities, while focusing on specific geographic regions for some specialised investment profiles.
Management mandate Best of
The target objectives for the asset allocations in each profile are determined on the basis of our quarterly strategy. The actual portfolio structure may deviate slightly from this due to short-term market variations or to tactical decisions.

Best of credit option

You might be considering undertaking a project or making an investment and you might have a one-off need for some extra cash?
Within the framework of Best of management mandate you can obtain a credit limit without having to sideline your investment strategy.

Clear and transparent management

You will receive detailed information on a regular basis. Fees are calculated either as an all-in fee for all Best of mandates or according to the performance of your mandate, taking into account the amount and profile. This way you always have a clear overview of your portfolio.

Choice of reference currency: CHF, EUR, USD and GBP
Reference currency: CHF (investment only in Synchrony funds)

The Best of ESG mandates are aimed in particular at clients who are convinced by BCGE's investment philosophy and the principles of the Best of mandate, but who also wish to apply a sustainability filter to the management of their assets. These mandates are managed according to the principle of open architecture and include both Synchrony brand ESG funds and sustainable third-party funds.

Reference currency: CHF
Responsible performance: A range of banking services designed to meet the highest ethical and environmental criteria.