Arete funds at a glance

Arete Ethik Invest AG manages 6 in-house investment funds, all of which are based on an investment approach based on ethical principles.

Arete Ethik Global Balanced CHF

Arete Ethik Global Balanced (CHF) is an actively managed investment fund with a balanced investment profile. With an equity allocation of 30-50%, the fund is rather defensive and complies with BVV2 requirements. The fund invests exclusively in equities and bonds that are subject to our strict ethical selection process. The fund is characterized by a balanced relationship between long-term capital gains and current income.

Arete Ethik Global Equity CHF

Arete Ethik Global Equity (CHF) is an actively managed investment fund that invests up to 100% in equities that meet our strict ethical requirements. It strives for long-term capital growth combined with comprehensive ethical and sustainable requirements.

PRIME VALUES Income EUR

PRIME VALUES Income is an actively managed investment fund with a defensive investment strategy that invests a maximum of 30% in equities. It thus supplements regular income from bond investments with long-term capital gains from equities.

PRIME VALUES Income was launched in 1995, making it the first ethical fund in continental Europe.

PRIME VALUES Growth EUR

PRIME VALUES Growth is a dynamic mixed fund that invests predominantly in equities with a share of up to 80%. The supplementary investments in bonds ensure an attractive risk profile and regular income.

PRIME VALUES Equity EUR

PRIME VALUES Equity (EUR) is an actively managed investment fund that invests up to 100% in equities that meet our strict ethical requirements. It aims for long-term capital growth combined with comprehensive ethical and sustainable requirements.

PRIME VALUES Bond Opportunities EUR

PRIME VALUES Bond Opportunities invests exclusively in bonds and is aimed at security-oriented investors who value capital preservation and regular distributions in addition to the highest ethical standards.

We will be happy to advise you. Give us a call.

Ethics Research