For the second year in a row, the BCV Actif Offensif ESG (CHF) fund has won the Lipper Fund Award for Switzerland in the Mixed Asset CHF Flexible category for its excellent performance over ten years.
This asset allocation fund, which is part of the BCV Fonds Stratégique umbrella fund, applies BCV’s investment strategy for private clients and incorporates environmental, social, and governance (ESG) criteria into its investment process. The highly diversified umbrella fund invests in a broad range of asset classes and allows all clients to benefit from BCV’s expertise, regardless of how much they invest.
The BCV Actif Offensif ESG (CHF) fund was recognized for delivering the best risk-adjusted return in its category, ahead of 19 other investment funds.
In addition, the BCV Total Return Bonds (CHF) fund has won the 2023 Lipper Fund Award for Switzerland in the Global Bond CHF category for the best performance over three and five years.
This bond fund aims to generate a positive return across the interest-rate and credit cycles, without reference to a benchmark. The portfolio is built by selecting investments based on fundamental criteria and actively managing duration and credit risk.
The BCV Total Return Bonds (CHF) fund was recognized for delivering the best risk-adjusted return in its category, ahead of around 50 other investment funds.
