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 relatively defensive and complies with the BVV2 requirements. The fund invests exclusively in equities and bonds that are subject to our strict ethical selection process. The fund is characterised by a balanced ratio of long-term capital gains and current income.

The PRIME VALUES Income fund is an actively managed defensive fund that typically holds 25% in equities, but this can be increased to a maximum of 30% . However, due to the asset management approach underlying the fund, the equity quota can also be significantly reduced. The PRIME VALUES Income Fund has been managed according to ethical criteria since 1995 and is considered the first ethical fund in continental Europe.

The PRIME VALUES Growth Fund is an actively managed dynamic mixed fund that can invest up to 80% in equities. However, due to the asset management approach underlying the fund, the equity quota can also be significantly reduced. The PRIME VALUES Growth Fund therefore combines the highest ethical standards with dynamic equity allocation and rigorous risk management.

The PRIME VALUES Equity Fund invests up to 100% in equities that are subject to our ethical selection process. PRIME VALUES Equity, the youngest member of the PRIME VALUES fund family, therefore offers an equity-based asset management approach with a high ethical profile.

PRIME VALUES Bond Opportunities is a euro-denominated bond fund that aims to capitalise on opportunities in an environment that is once again attractive for bonds. The fund invests up to 100% in investments that are subject to our ethical selection process.