Multi Asset

PMG offers selected multi-asset class strategies, ranging from transparent and cost-effective funds for investors in Switzerland to funds with sophisticated donation mechanisms and BVG-compliant, efficient fund-of-fund investment solutions.

Partisan Strategie Fonds

Partisan is a broadly diversified investment fund for Swiss investors. The most efficient possible management fees and the consideration of the tax situation of Swiss investors make the fund a transparent, attractive alternative to the classic strategy fund and asset management mandate. The fund invests internationally in equities, bonds and commodities based on a strategic allocation that is revised once a quarter and adjusted if necessary. Tactical reallocations do not take place. Since its launch, the fund has been among the best in its field.

Partisan Strategie Fonds (CHF) S

Cancer Charity Support Fund

So that fewer people get cancer and more people survive cancer. This is the credo of the Cancer Charity Support Fund, which offers investors the opportunity to donate and invest in a single transaction. The donation is made by donating 50% of the yield to the non-profit institutions Krebsliga Schweiz and Krebsforschung Schweiz for their services in the fight against cancer, in particular cancer research. Also of interest to investors are the tax advantages of a reduced wealth tax and the tax deductibility of the yield waiver.

Cancer Charity Support Fund Moderate

ABS Living Values - Balanced Fund

The ABS Living Values Fund is a strategy fund oriented towards the sustainability policy of Alternative Bank Schweiz AG. It invests primarily in companies that contribute to solving or reducing current social and/or environmental problems. The fund explicitly does not follow a "best-in-class" approach. Sectors such as weapons, aviation, chemicals, fossil and nuclear energy, conventional automobile, construction and food industries, manipulation of plant, animal or human genetic material are excluded. Instead, the fund focuses on topics arising from ABS promotion areas, such as "renewable energies", "solidarity-based development" or "health and care". From 2020, ABS will be actively committed to strengthening the sustainability of the companies it invests in. The fund's investment strategy aims to achieve an optimal balance between sustainability, return and risk.

ABS Living Values - Balanced Fund I
ABS Living Values - Balanced Fund R

Valitas Fonds

The Valitas Institutional Fund is a fund umbrella with six different sub-funds, each of which is available to BVG investors in two different risk characteristics: Valitas Diversified with an active, globally investing investment strategy, Valitas Sustainable, which optimises its global "footprint" according to ESG criteria, and Valitas Index Plus, which is positioned very cost-effectively thanks to passive components. Investors can choose between a more defensive "3.0" variant and a more offensive "5.0" variant. Risk variants are coordinated in such a way that they can be gradually mixed without overlap.

Valitas Institutional Fund - Valitas Diversified 3.0 -A-
Valitas Institutional Fund - Valitas Diversified 5.0 -A-
Valitas Institutional Fund - Valitas Diversified Sustainable Fund 3.0 -R-
Valitas Institutional Fund - Valitas Diversified Sustainable Fund 5.0 -R-
Valitas Institutional Fund - Valitas Index PLUS 3.0 A
Valitas Institutional Fund - Valitas Index PLUS 5.0 A

Partisan Strategie Fonds

Partisan is a broadly diversified investment fund for Swiss investors. The most efficient possible management fees and the consideration of the tax situation of Swiss investors make the fund a transparent, attractive alternative to the classic strategy fund and asset management mandate. The fund invests internationally in equities, bonds and commodities based on a strategic allocation that is revised once a quarter and adjusted if necessary. Tactical reallocations do not take place. Since its launch, the fund has been among the best in its field.

Partisan Strategie Fonds (CHF) S

Cancer Charity Support Fund

So that fewer people get cancer and more people survive cancer. This is the credo of the Cancer Charity Support Fund, which offers investors the opportunity to donate and invest in a single transaction. The donation is made by donating 50% of the yield to the non-profit institutions Krebsliga Schweiz and Krebsforschung Schweiz for their services in the fight against cancer, in particular cancer research. Also of interest to investors are the tax advantages of a reduced wealth tax and the tax deductibility of the yield waiver.

Cancer Charity Support Fund Moderate

ABS Living Values - Balanced Fund

The ABS Living Values Fund is a strategy fund oriented towards the sustainability policy of Alternative Bank Schweiz AG. It invests primarily in companies that contribute to solving or reducing current social and/or environmental problems. The fund explicitly does not follow a "best-in-class" approach. Sectors such as weapons, aviation, chemicals, fossil and nuclear energy, conventional automobile, construction and food industries, manipulation of plant, animal or human genetic material are excluded. Instead, the fund focuses on topics arising from ABS promotion areas, such as "renewable energies", "solidarity-based development" or "health and care". From 2020, ABS will be actively committed to strengthening the sustainability of the companies it invests in. The fund's investment strategy aims to achieve an optimal balance between sustainability, return and risk.

ABS Living Values - Balanced Fund I
ABS Living Values - Balanced Fund R

Valitas Fonds

The Valitas Institutional Fund is a fund umbrella with six different sub-funds, each of which is available to BVG investors in two different risk characteristics: Valitas Diversified with an active, globally investing investment strategy, Valitas Sustainable, which optimises its global "footprint" according to ESG criteria, and Valitas Index Plus, which is positioned very cost-effectively thanks to passive components. Investors can choose between a more defensive "3.0" variant and a more offensive "5.0" variant. Risk variants are coordinated in such a way that they can be gradually mixed without overlap.

Valitas Institutional Fund - Valitas Diversified 3.0 -A-
Valitas Institutional Fund - Valitas Diversified 5.0 -A-
Valitas Institutional Fund - Valitas Diversified Sustainable Fund 3.0 -R-
Valitas Institutional Fund - Valitas Diversified Sustainable Fund 5.0 -R-
Valitas Institutional Fund - Valitas Index PLUS 3.0 A
Valitas Institutional Fund - Valitas Index PLUS 5.0 A

All Multi Asset funds

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