HQAM STEHT Für

Qualität

Enterpreneuership

Performance

Nachhaltigkeit

Investment Solutions

Invest with Conviction

Our investment solutions are built on a disciplined Quality Investing approach, designed for long-term investors.

Explore our products and strategies

Different investment goals. One clear investment philosophy.

With our strategy mandates, you invest according to clearly defined investment objectives, ranging from capital preservation to long term growth. All strategies follow a Quality focused investment approach with an emphasis on stability and sustainable value creation.

Zürichsee – Capital Preservation
Defensive multi asset strategy focused on capital preservation. A high allocation to bonds is complemented by a selective allocation to quality equities.

Ufenau – Income
Balanced income strategy focused on generating regular income from dividends, interest and alternative investments.

Etzel – Balanced
Classic balanced strategy with a diversified allocation between equities and bonds.

Glärnisch – Capital Appreciation
Growth oriented strategy focused on equities and long term capital appreciation.

Dufourspitze – Capital Growth
Dynamic equity strategy with a high equity allocation and a focus on quality companies with structural growth potential.

With our dividend strategies, you invest in carefully selected Quality companies distinguished by financial strength, resilient business models and sustainable dividend policies. We focus on companies that generate stable earnings across market cycles and consistently reward shareholders through regular dividend payments. In this way, we combine a reliable income stream with long term capital appreciation.

Switzerland Quality Dividend Portfolio
Focused Swiss equity strategy investing in selected Quality companies with strong market positions, solid balance sheets and sustainable dividend profiles. The portfolio is designed for investors seeking to combine regular income with stability and long term value creation.

Global Quality Dividend Portfolio
Globally diversified dividend strategy investing in leading quality companies across developed markets. Its focus on sustainable income, financial strength and long term value creation provides a robust foundation for regular distributions and long term wealth accumulation.

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