A mountain for every investment strategy

Zugspitze

Broadly diversified investments in over 800 companies and countries worldwide with a moderate risk-return ratio.

Are you looking for an investment with a moderate risk-return profile, that should generate a higher return compared to the interest rates on bank accounts, but doesn’t necessarily take on big risks? With Zugspitze you invest 50% of your money in equities and 50% in bonds. Bonds are fixed-interest securities and bring your investment more stability and fixed interest.

Zugspitze

Broadly diversified investments in over 800 companies and countries worldwide with a moderate risk-return ratio.

Are you looking for an investment with a moderate risk-return profile, that should generate a higher return compared to the interest rates on bank accounts, but doesn’t necessarily take on big risks? With Zugspitze you invest 50% of your money in equities and 50% in bonds. Bonds are fixed-interest securities and bring your investment more stability and fixed interest.

Mont Blanc

Well balanced investment with a worldwide investment horizon and a moderate risk-return ratio.

With this portfolio you invest 60% of your money in stocks and 40% in bonds. Compared to Zugspitze, this portfolio is slightly more risky. In return, you can also expect a higher return in the long run. Worth knowing: This portfolio has been ranked as the most sustainable among 23 professionally managed portfolios in an external evaluation.

Mont Blanc

Well balanced investment with a worldwide investment horizon and a moderate risk-return ratio.

With this portfolio you invest 60% of your money in stocks and 40% in bonds. Compared to Zugspitze, this portfolio is slightly more risky. In return, you can also expect a higher return in the long run. Worth knowing: This portfolio has been ranked as the most sustainable among 23 professionally managed portfolios in an external evaluation.

Matterhorn

Invest in a global portfolio consisting of 70% equities and 30% bonds.

The Matterhorn is not only the landmark of Switzerland, but also the name of a UnitPlus portfolio strategy that invests 70% in equities and 30% in bonds. Due to the higher share of equities, your investment is more dependent on the stock market, but can thus also generate a higher return in the long term. Like the other portfolios in the Mountain series, this one also invests exclusively in accordance with sustainability criteria.

Matterhorn

Invest in a global portfolio consisting of 70% equities and 30% bonds.

The Matterhorn is not only the landmark of Switzerland, but also the name of a UnitPlus portfolio strategy that invests 70% in equities and 30% in bonds. Due to the higher share of equities, your investment is more dependent on the stock market, but can thus also generate a higher return in the long term. Like the other portfolios in the Mountain series, this one also invests exclusively in accordance with sustainability criteria.

Kilimanjaro

A higher risk/return ratio that is well diversified and has a global investment horizon.

The 80% equity portion is topped up with 20% bonds and brings an anchor of stability to the portfolio. This gives you the opportunity to achieve a good return in the long run, which lies above inflation, and through the addition of bonds has a better diversification compared to a pure equity portfolio.

Kilimanjaro

A higher risk/return ratio that is well diversified and has a global investment horizon.

The 80% equity portion is topped up with 20% bonds and brings an anchor of stability to the portfolio. This gives you the opportunity to achieve a good return in the long run, which lies above inflation, and through the addition of bonds has a better diversification compared to a pure equity portfolio.

Mount-Everest

This portfolio invests globally broadly diversified almost exclusively in equities.

The Mount Everest portfolio aims to reflect the global equity market as closely as possible. Therefore, it invests globally 90% in equities. Bonds make up only 10% of the investment and are added as a small admixture for a better diversification. If you are willing to endure larger temporary losses of your portfolio, but want to be potentially rewarded with a higher return in the long run, this portfolio is interesting for you.

Mount-Everest

This portfolio invests globally broadly diversified almost exclusively in equities.

The Mount Everest portfolio aims to reflect the global equity market as closely as possible. Therefore, it invests globally 90% in equities. Bonds make up only 10% of the investment and are added as a small admixture for a better diversification. If you are willing to endure larger temporary losses of your portfolio, but want to be potentially rewarded with a higher return in the long run, this portfolio is interesting for you.