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- Bordier Funds (Switzerland)
Funds
A full range of investment vehicles.
In connection with the general philosophy of the bank and our approach for selecting direct investments, our internal funds are managed independently and the construction of portfolios remains a reflection of our strong convictions of the moment. While the majority of our peers attempt to maximise on market rises, we believe that the focus should be more specifically on dealing with falls in the markets. This is a position that at times creates opposition (particularly because the basic premise is counter intuitive) but which however has the benefit of reducing rumours and other erratic behaviour. We target an accumulation of capital over time. Moreover, the bank itself invests on its own behalf in all of these funds, which is proof of the alignment of our interests with those of our clients.
Our funds are divided into three principal categories:Table of Contents
Funds covering a specific market and/or offering a management assistance tool for our client accounts
Bordier Satellite Equity Europe Fund
Bordier Global Emerging Market Fund
Bordier Swiss Equity Fund
Funds invested in emerging country shares by means of a selection of traditional asset managers or passive products (ETF) in the various corresponding geographical areas. The objective is to produce positive relative performance with regard to the MSCI Emerging Market index and, in parallel, to benefit from the strong growth in these countries. The management of the product is active on several levels: 1) The selection of the underlying funds which represent its solid core. 2) The geographical allocation on the basis of the macro-economic convictions of the moment. 3) The horizontal thematic allocation combining our long-term convictions and our selection of the best managers.
- Bordier CHF Fixed Income Fund
- Bordier Euro Short-Term Bond Fund
- Bordier USD Short-Term Bond Fund
Funds are invested principally in short-term bonds. The portfolio is managed actively by comparison to their indexes.
Funds with an extended time horizon
With a defensive connotation, attention is given to the quality of the model of the companies chosen, independently of the usual reference indexes.
Bordier US Select Equity Fund
Bordier Core Holdings Europe Fund
Asset allocation funds
- Bordier Prévoyance Individuelle 25
- Bordier Prévoyance Individuelle 40
These are balanced funds for the allocation of assets valued in CHF, for which the strategic shares portion is 25% and 40%, respectively. All of the analysis and research skills of Bordier & Cie are devoted to this. As a matter of fact, the investment committee decides on the asset allocation while the implementation, either directly or through third-party funds, results from the choice made by the responsible analysts. Moreover, while holding at least 50% in CHF, it offers a diversification that is both geographical and monetary. Thus, the management is active at several levels (classes of assets, currencies, placement funds, direct investments) and the reference universe is the OPP2.
Bordier Funds
BO Fund IV
KIID
- Bordier Core Holdings Europe Fund - Class I EUR
- Bordier Core Holdings Europe Fund Classe EUR
- Bordier Global Emerging Market Fund classes CHF, EUR, USD, GBP
- Bordier Satellite Equity Europe Fund - Class I EUR
- Bordier Satellite Equity Europe Fund classes CHF, EUR, USD, GBP
- Bordier US Select Equity Fund classes CHF, EUR, USD, GBP
- Bordier US Select Equity Fund classe I-USD
- Bordier EUR Fixed Income Fund
- Bordier Global Fixed Income USD
Swiss domiciled Funds
KIID
External Funds
Through a coordinated approach
A global and horizontal coverage
A quantitative approach
The principle of common sense
‘Best in class’ approach
Disclaimer
Introductory notice
You (referred to below as the “User”) must be aware of the provisions and conditions of use set out below before accessing the list of funds on the www.bordier.com site (the “Site”). By accessing and consulting the Site and its pages, you declare that you have understood and accepted, without any limitation or reservation, the conditions of use and the legal information concerning the Site and its contents. If you do not accept the conditions set out below, please refrain from accessing the Site and its pages.
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No offer
The content of this Site is provided for information only and shall not under any circumstances be construed as representing advice, an offer, a recommendation or an invitation to buy or sell shares in collective capital investments (referred to below as the “Investment Funds” or the “Funds”) or any other investment product.
The Investment Funds to which the Site refers and the corresponding prospectuses are not intended for the residents or citizens of a State whose laws or regulations in force at present prohibit access to such products.
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Banque Bordier & Cie takes the greatest care when selecting the information which it publishes on the Site. However, it cannot give any guarantee whatsoever as to its accuracy, reliability or exhaustive nature. The opinions and other information published on the Site may be amended at any time without prior notice. The information and/or material contained on the Site cannot be used as a reliable basis for any investment decision or for a decision of any other kind. Every investment decision must be based on pertinent, specific and professional advice and every potential investor should therefore seek the legal and fiscal advice of a professional before taking any investment decision.
Performance
Performance quoted on this Site is historical performance and is neither a pointer to, nor a guarantee of, present or future performance. Moreover, the performance figures do not take account of the commissions and expenses charged when units are issued or redeemed. The value of the investment products to which reference is made on this Site may fluctuate, both upwards and downwards, and investors may possibly not recover the amounts invested by them. The risks are described in detail in the Investment Fund prospectuses.
Limitation of liability
Under no circumstances, in particular in the event of negligence, may Bordier and its data suppliers be held liable for losses or damages of any nature whatsoever, including e.g. direct, indirect or consequential damage which might result from access to this Internet Site, its use, consultation, searches made or links to other sites, even if they have been expressly warned of the existence of such a risk.
Restrictions on sale
The Investment Funds to which reference is made on the Site are registered at the very least in their country of origin and in Switzerland. Any offer, sale or delivery of units in other countries is governed by the legislation applicable in those countries. In particular, the units have not been and shall not be registered under the Securities Act 1993 of the United States of America (“Securities Act”) and therefore cannot be offered, sold or delivered to US persons.
Local restrictions
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Units in the Investment Funds and SICAVs (mutual funds) described in more detail in the list of “Funds” are only distributed publicly in the countries where these Investment Funds are authorised for distribution to the public. Some subfunds/classes of these Funds are intended for qualified investors only. It is the User’s responsibility to consult his advisers and the sales restrictions relating to the products in question.
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All matters and potential disputes connected with access to, and use of, this Internet Site are governed by Swiss law, and Geneva is the sole place of jurisdiction.