LibertyGreen offers you a choice of six well-diversified investment strategies. The higher your capacity for risk, the higher the equities content in your portfolio. This increases your potential long-term returns.
Your portfolio is apportioned between savings capital (cash) and equities, in the ratio you yourself decide. It is up to you: the greater your capacity for risk and the longer your savings time horizon, the higher the equities share available to you. If you are more risk-averse, your preference should go to a higher share of savings capital. This assures you greater security – however, you must expect lower returns in today’s low-interest environment.
Your equities investments are carefully selected in a standardised investment process. The focus is on sustainability; several criteria are applied to ensure that your expectations in terms of security and return are met.
The validation process includes a negative screening with values- and ethics-based approaches, and a standards-based method involving at least three different criteria. If a prospective investment does not meet the criteria (negative screening), it is rejected. The same applies if the CO2 emissions cap is exceeded – accordingly, LibertyGreen has excluded entire economic sectors. Conversely, the positive screening process identifies companies with positive ratings in terms of ESG performance. An A rating is the minimum threshold for LibertyGreen. Moreover, a company must have adequate market capitalisation to ensure that its securities are readily marketable.
This differentiated combination enables us to enhance your portfolio.
For Liberty, the security of your investment comes first. That is why we maintain your account and securities with Graubündner Kantonalbank. Graubündner Kantonalbank has been awarded the top AA credit-rating which places it among the best-rated banks in the world.
Transparency is important to us: that is why we focus only on direct investments in hand-picked companies to the exclusion of non-transparent, cost-intensive investment funds. LibertyGreen allows you to invest in equities from your first franc.
And how much tax can you save?
1'491.90 CHF tax savings in the first year