LLB Comfort investment strategies
Our investment philosophy is based on principles, which represent an active investment style, clearly structured decision-making processes, the selection of first-class products and balanced diversification for you and your assets.
You select the investment strategy that corresponds to your investment horizon. We'll optimize it and adjust it to suit your individual wishes.
Fixed interest
Your investment horizon amounts to at least two years. Your primary investment objective is the preservation and permanent availability of your capital. To ensure this objective, we invest for you solely in fixed interest investments. You are risk-averse and tolerate only slight fluctuations in the value of your capital. We offer you this strategy in the reference currencies CHF, EUR and USD.
Conservative
Your investment horizon amounts to at least two years. Your primary investment objective is capital preservation and capital availability. We invest for you mainly in fixed income investments and about 10 % in equities. You have a limited risk tolerance and tolerate only small fluctuations in the value of your capital. We offer you this strategy in the reference currencies CHF, EUR and USD.
Yield
Your investment horizon amounts to at least four years. You want to attain a regular return through continual income. The preservation of your capital is important to you. You are less ready to take risks and tolerate only limited fluctuations in the value of your capital. We invest for you principally in fixed interest instruments and to a small extent in equities. We offer you this strategy in the reference currencies CHF, EUR and USD.
Balanced
Your investment horizon extends to at least six years. You expect a regular income and capital gains are also important to you. We invest for you in a balanced portfolio of equities and fixed interest instruments. You are prepared to accept short-term fluctuations in order to achieve long-term capital appreciation. We offer you this strategy in the reference currencies CHF, EUR and USD.
Growth
Your investment horizon amounts to at least eight years. You wish to achieve high, long-term capital growth. Real capital appreciation is your primary objective. You factor in fluctuations in the value of your capital. We invest for you in equities and foreign currencies. As a component of this strategy, fixed interest instruments even out value fluctuations. We offer you this strategy in the reference currencies CHF, EUR and USD.
Equities
Your investment horizon extends to at least ten years. You plan for real, long-term capital growth. You are prepared to take risks and follow an offensive investment strategy with which large temporary losses are possible. We invest completely in equities for you. We offer you this strategy in the reference currencies CHF, EUR and USD.