*
topaccuiel
__________________________________________________________________________________________________________________________________________











 

Sélection de la langue
Menu
Home Home
A propos de BBGI A propos de BBGI
Historique et spécificités Historique et spécificités
Equipe et forces Equipe et forces
Gestion active sur mesure Gestion active sur mesure
Gestion institutionnelle Gestion institutionnelle
BBGI la Vraie Alternative BBGI la Vraie Alternative
Objectifs Objectifs
Atouts et services Atouts et services
Séminaire LPP romand Séminaire LPP romand
Cycle de Conférences Cycle de Conférences
Conférences précédentes Conférences précédentes
Partenaires Partenaires
Gestion du patrimoine Gestion du patrimoine
Discrétion et Savoir-faire Discrétion et Savoir-faire
Apport institutionnel Apport institutionnel
Conseil Conseil
Processus d'investissement Processus d'investissement
Stratégie à l'épreuve du temps Stratégie à l'épreuve du temps
Gestion du risque Gestion du risque
Paramètres clès Paramètres clès
Immobilier Immobilier
Transactions - Investissements Transactions - Investissements
Evaluations et expertises Evaluations et expertises
Financement Financement
Family Office Family Office
Valorisation et Administration Valorisation et Administration
Financement et Structuration Financement et Structuration
Gestion Gestion
Concepts et produits Concepts et produits
Gamme de produits Gamme de produits
Obligations Obligations
Actions Actions
Gestion diversifiée Gestion diversifiée
Matières premières Matières premières
Devises Devises
ISR ISR
Gestion des risques Gestion des risques
Autres Autres
Exercice des droits de vote Exercice des droits de vote
Indices BBGI Indices BBGI
Tradition & Transparence Tradition & Transparence
Indices BBGI Private Banking Indices BBGI Private Banking
Indice BBGI Clean Energy 100 Indice BBGI Clean Energy 100
Indices BBGI ESG Swiss Equities Indices BBGI ESG Swiss Equities
Indices BBGI OPP2 Compliant Indices BBGI OPP2 Compliant
Fonds de placement Fonds de placement
Publications Publications
Vidéos BBGI Vidéos BBGI
Espace presse Espace presse
archives archives
Liens utiles Liens utiles
Développement durable Développement durable
Philosophie et principes Philosophie et principes
Infos juridiques Infos juridiques
Ressources humaines Ressources humaines
Emplois Emplois
Plan du site Plan du site
Contacter BBGI Contacter BBGI
Contact/Enregistrement Contact/Enregistrement
Recherche
Commentaires du survey
pub bbgi
FONDS DE PLACEMENT

 
Plusieurs concepts de gestion de BBGI Group font appel à l'utilisation de véhicules collectifs de placement. En règle générale, les véhicules de placements employés ont été sélectionnés avec la plus grande rigueur et présentent les caractéristiques exigées en terme de négociabilité, transparence des coûts et clarté de l'approche de gestion appliquée. Selon le concept considéré, ou en fonction des contraintes de gestion de nos clients, nous avons recours à des véhicules collectifs de placement de type indexé ou actif pour mettre en oeuvre notre politique de placement.


 
 
Notre indépendance et architecture ouverte garanti une liberté d'action totale en matière de sélection de fonds  à utiliser pour les besoins de notre politique d'investissement. Ainsi, les fonds  de placement du groupe BBGI côtoient régulièrement ceux d'autres entités de  gestion dans les portefeuilles de nos clients. 
La gamme de fonds de  placement à disposition est composée de plus de 100 fonds actifs et fonds indexés.  
 
Nous disposons d’une sélection de fonds de tiers et d’un univers de  référence systématiquement analysé. Ces fonds sont pour la plus grande  partie des SICAV luxembourgeoises et des fonds de droit suisse, régulièrement cotés, dont les comportements boursiers depuis des années en  font des instruments de placement particulièrement intéressants. A titre d'exemple, l'approche sectorielle (concept original) de BBGI appliquée  à la gestion des actions internationales peut donc s'appuyer sur des produits  sectoriels actifs performants du groupe BBGI, utilisés en combinaison avec des produits sectoriels indexés.
 

GAMME DE FONDS BBGI GROUP

 

ACTIONS

BBGI Tactical Switzerland The Fund offers transparent absolute return targets not tied to a benchmark, active management and diversification in Swiss assets (equities and fixed income investments). The objective of the Fund is to generate long term returns, superior to fixed income and alternative investments returns, while keeping the volatility/risk level comparable or inferior. the Fund is actively managed and pursues its target of positive absolute return independently of a benchmark. By using innovative strategies, the fund manages market risks very closely and can shift among asset classes very efficiently to benefit from positive market conditions while avoiding negative market fluctuations. The Fund could be appropriate for investors seeking an optimal combination between low volatility and long term return above those of fixed income and alternative investments. The Fund is not a Hedge fund and doesn’t sell short or use leverage derivatives.

BBGI Tactical World The Fund offers transparent absolute targets not tied to a benchmark, active management and diversification in international assets (equities and fixed income investments). The objective of the Fund is to generate long term returns superior to fixed income and alternative investments returns, while keeping the volatility/risk level comparable or inferior. The Fund is actively managed and pursues its target of positive absolute return independently of a benchmark. By using innovative strategies, the Fund manages market risks very closely and can shift among international asset classes very efficiently to benefit from positive market conditions while avoiding negative market fluctuations. The Fund could be appropriate for investors seeking an optimal combination between low volatility and long term above those of fixed income and alternative investments. The Fund is not a Hedge fund and doesn’t sell short or use leverage derivatives.

BBGI Equities Switzerland Behavioral Value The objective of the sub-fund consists primarily in obtaining long-term growth through diversified investments in equities and other equity-type securities and rights issued by companies domiciled in or carrying out the bulk of their business activities in Switzerland. The sub-fund is actively managed through a dynamic selection of the companies most likely to outperform the market according to the principles of behavioral economics. These principles are based on a systematic filtering of securities which seem to be temporarily undervalued due to psychological and emotional factors present in the market. Such factors can lead the market to under- or overreact to positive or negative news concerning these companies or to other information liable to influence the price of shares. The objective of the fund is to generate long term returns, superior to global Swiss equities, while keeping the volatility/risk level comparable or inferior.
 

MATIERES PREMIERES

BBGI Commodities  (USD) The Fund offers transparent absolute return targets not tied to a benchmark, active management and international diversification in all commodities (energy, precious metals, industrial metals, soft commodities) or shares of companies related to commodity sectors (energy, basic materials…). The objective of the Fund is to generate long term returns, superior to global commodity indices, while keeping the volatility/risk level comparable or inferior. The Fund is actively managed and pursues its target of positive returns independently of a benchmark. By using innovative strategies on top of fundamental analysis, the Fund manages market risks very closely and can shift among segments very efficently to benefit from positive market conditions while avoiding negative market fluctuations. The Fund could be appropriate for investors seeking an optimal combination between reasonable volatility and long term return, above those of global commodity indices. The Fund is  not a Hedge fund and doesn’t sell short or use leverage derivatives.

BBGI Share Gold  (USD) The Fund offers absolute return targets not tied to a benchmark, active management and international diversification in shares of companies related to the precious metal sector (Gold, Silver, Platinum…). The objective of the Fund is to generate long term returns superior to Gold price and global indices of the precious metal sector, while keeping the volatility/risk level comparable, or inferior.The Fund is actively managed and pursues its target of positive returns independently of a particular benchmark. By using innovative strategies on top of traditional fundamental analysis, the Fund manages equity and sector risks very closely and can shift among segments and securities very efficently to benefit from positive market conditions  while avoiding negative market fluctuations. The Fund could be appropriate for investors seeking an optimal combination between reasonable volatility and long term return above those of Gold and precious metal equity indices. The Fund is not a Hedge fund and doesn’t sell short or use leverage derivatives.

BBGI Physical Gold  (USD/EUR/CHF)

 

AUTRES

BBGI Share Clean  Energy (USD) The Fund invests exclusively in worldwide companies active in the area of alternative energies (Clean Energy & Clean Tech), who are seeking to develop new forms of clean energy or to improve the energy efficiency of their products or production processes, and that are carrying out the bulk of their business activities in the energy sector (exploration, extraction, transformation, production, transport, services, equipment and/or marketing). The objective of the fund is to generate long term returns, superior to global equities, while keeping the volatility/risk level comparable or inferior. The Fund is actively managed and could be appropriate for investors seeking a unique way to participate in the long term investment opportunities offered by the clean energy segment.


BBGI Share Energy (USD) is a sub-fund of the BBGI FUND umbrella. The sub-fund invests in world companies that are carrying out the bulk of their business activities in the energy sector and in the natural resources, agricultural products, industrial metals and precious metals sectors. The investment policy of the fund also permits investments in bonds, claims and convertible bonds. The objective of the fund is to generate long term returns, superior to its benchmark, while keeping the volatility/risk level comparable or inferior. The Fund is actively managed and could be appropriate for investors seeking a way to participate in the long term investment opportunities offered by the energy and materials equity sectors.

fonds placements

 Investir avec succès

Mandats >       Fonds >

 

 

Caractéristiques communes des fonds

 

  • Droit suisse

  • Pas de souscription minimum

  • Long only

  • VNI unique

  • Sans effet de levier

  • Liquidité quotidienne

"Vous trouvez ci-dessous d’autres informations spécifiques sur nos fonds"

  • Résumé trimestriel des performances des fonds BBGI en PDF

  • Factsheets mensuelles des fonds et commentaires de gestion en PDF

 

 

   
   
   
   
   
   
   
   
Pseudo :
User-Login
Votre E-mail