Bonds and Money Market

Nine investment strategies with various risk/return profiles

You’re looking for an investment solution with low volatility for your company’s assets. Bonds and money market investments are ideal components for your strategy. The Zurich Investment Foundation offers relevant portfolios.

At a glance

  • Nine different portfolios based on bonds, money market investments and convertible bonds
  • With the Zurich Investment Foundation’s diversified and transparent offering, you can implement your investment strategy efficiently and purposefully
  • Bonds and money market investments show lower volatility than stocks
  • You are very flexible, because you can sell the portfolioat any time
  • Our asset management process is structured and independent – this means we can find the best asset managers for you and meet all relevant compliance requirements
  • You benefit from attractive conditions

In detail

Do you look for flexibility, minimal exchange rate fluctuations and fixed interest rates in your investments? Then bonds and money market investments are the right choice for you. Plus: Investment groups based on bonds and money market investments are broadly diversified investments across debtors with growth potential.

Bonds – minimal exchange rate fluctuations, fixed interest rates

  • Securities with longer investment-horizons and fixed interest rates
  • Highly flexible because you can sell the portfolio at any time
  • Bonds are subject to lower volatility and have low default risk
  • Professionally managed bond investments which are optimized in terms of risk and returns
  • Six portfolios based on bonds with different potential for returns.
  • Funds do not invest more than 10% to 25% in titles issued by the same debtor

Money market investments – short loan period

  • Fixed-interest securities with short terms (from one up to a maximum of three years)
  • Money market papers and bonds with variable interest rates in CHF
  • First-class domestic and foreign issuers
  • The fund does not invest more than 15% in titles issued by the same debtor 

Convertible bond issues – lucrative combination of stocks and bonds

  • The fund invests worldwide in diversified convertible bonds and bond issues
  • Combines the potential returns of stock investments with the lower volatility of bonds
  • Limited loss potential with significant upside potential (uprating of stocks if the debtor is successful)
  • Attractive risk/return ratio
  • The fund does not invest more than 10% in titles issued by the same debtor

Good to know

  • Zurich Invest Ltd, which manages over CHF 16 bn and is controlled by the Swiss Financial Market Supervisory Authority (FINMA), represents security and competence – it is a 100% subsidiary of Zurich Insurance Company Ltd. Because it serves as a major investor, it can offer its customers investments at attractive conditions www.zurichinvest.ch
  • Three investment platforms: Zurich Investment Foundation, Zurich Invest Institutional Funds (ZIF) and Zurich Invest Luxembourg (ZILUX). Zurich Invest Ltd offers conventional and alternative investment solutions for pension funds and private individuals
  • Our asset management process is structured and independent – this means we can find the best asset managers for you and meet all relevant compliance requirements.
  • The Zurich Investment Foundation also offers the following services to enhance these products: detailed reports about the portfolio, custody account management free of charge, implementation and monitoring of the investment strategy (on request) 

Your consultation

Are you looking for an investment with low volatility? We would be glad to advise you.

Request advice

Call 044 628 78 88