Location
CHF individual portfolios
EUR Individual portfolios
Ethics Committee
Sustainable investment
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 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 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) 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 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.
Your country and investor profile
By selecting your country of residence and investor profile, you will be directed to the share classes of the funds/sub-funds available for subscription in your country of residence for your specific investor category.
The public offer and sale of fund units is subject in each case to the national laws and other legal regulations of the individual countries. By selecting a country, you confirm that you have your permanent residence / registered office in the respective country. The information you thus access is exclusively reserved for investors in that country.
In accordance with the categorisation made in the Markets in Financial Instruments Directive 2014/65 / EU (“MiFID II”), you can select either “retail clients” or “professional clients”. By selecting the investor profile, you confirm that you belong to the corresponding group of persons.
The funds shown on the basis of the country of origin and the selected investor profile may be aimed exclusively at this group of persons and may not be intended for other categories of investors.
If you do not know your investor profile, please contact your financial advisor.
Selectable fund categories
Please note that depending on your investor profile and country of residence, you may be directed to information on Undertakings for Collective Investment in Transferable Securities (“UCITS”) and / or Alternative Investment Funds (“AIF”) whose respective investment objectives and strategies are described in the relevant Prospectus.
Read the documents
When selecting a fund/sub-fund, you can download a number of documents, including: Prospectus, Annual and Semi-Annual Report, Key Investor Information Document (“KIID”) or Key Information Document for Packaged Investment Products and Insurance Investment Products (“PRIIPs KID”), if applicable.
You should read the documents carefully before investing in a fund/sub-fund. The documents contain, among other things, information on the risks and costs of the respective fund/sub-fund.
The information provided on this website does not constitute investment advice or legal or tax advice. It is merely intended to serve as a basis for an independent investment decision by investors, but is no substitute for individual advice.
If you are uncertain about the investment decision, contact your financial adviser
The funds/sub-funds/share classes may not be suitable or appropriate for all investors within an investor category. The information does not take into account an investor’s individual circumstances, investment objectives or financial or tax situation. If you are unsure whether an investment is suitable for you, please consult your personal financial adviser or an independent financial adviser before making any investment decision.
No offer, recommendation or solicitation of an offer to buy or sell funds / sub-funds / share classes on this homepage.
This website and the information provided on this website are for your information only and should not be construed as an advertisement, offer for sale or solicitation of an offer to subscribe for units in the funds / sub-funds mentioned on this website. The prospectus, the annual and semi-annual reports of the funds as well as the KIID or PRIIPs KID are available on this website due to legal requirements.
Exclusion of American investors
The information on this website is expressly not intended for distribution in the US or to US persons (US citizens, US residents, companies incorporated in the US or persons with a connection to the US or US citizens). As a result, the funds/sub-funds will not be offered or sold in the USA or to or for the account of US persons. Transfers of fund units to US persons are not permitted.
By clicking on the link below, you acknowledge that you have read the other legal notices regarding the use of the website.
