LLB Comfort investment strategies
Our investment philosophy is based on sound principles and ensure pro-active investment, clearly structured decision-making processes, first-class products and balanced diversification for you and your assets.
You select the investment strategy that best matches your risk appetite and investment horizon. We will then optimise it and adjust it to suit your individual wishes.
We determine your personal investor profile based on your individual needs and wishes, your financial goals and your financial situation.
Fixed interest
Your investment horizon amounts to two years or more. Your primary investment objective is the preservation and permanent availability of your capital. To ensure this objective, we will invest your assets solely in fixed-interest investments. You are risk-averse and tolerate only slight fluctuations in value. We offer this strategy in the reference currencies EUR, CHF and USD.
Conservative
Your investment horizon amounts to two years or more. Your primary investment objective is capital preservation and capital availability. We will invest your assets mainly in fixed income investments, with about 10 per cent in equities. You are hardly willing to take risks and tolerate only minor fluctuations in value. We offer this strategy in the reference currencies EUR, CHF and USD.
Yield
Your investment horizon amounts to four years or more. You want to obtain 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 value. We will invest your assets above all in fixed-interest instruments and to a small extent in equities. We offer this strategy in the reference currencies EUR, CHF and USD.
Balanced
Your investment horizon amounts to six years or more. You expect a regular income, and capital growth is also important to you. We will invest your assets in a balanced portfolio of equities and fixed-income instruments. You are prepared to accept short-term fluctuations in order to achieve long-term capital appreciation. We offer this strategy in the reference currencies EUR, CHF and USD.
Growth
Your investment horizon amounts to eight years or more. You wish to achieve high, long-term capital growth. Capital appreciation in real terms is your primary objective, with fluctuations in value factored into your approach. We will invest your assets primarily in equities, with fixed-interest and alternative investments added to smooth out fluctuations. We offer this strategy in the reference currencies EUR, CHF and USD.
Equities
Your investment horizon amounts to ten years or more. You wish to achieve long-term capital growth in real terms. You are prepared to take risks and follow a pro-active investment strategy that comes with the risk of major temporary losses. We will invest your assets entirely in equities. We offer this strategy in the reference currencies EUR, CHF and USD.
