“There is a way to do it better – find it.”
Thomas A. Edison
Our products
Discretionary mandate
We provide a range of discretionary portfolio management solutions across different reference currencies and risk profile. We can also assist our clients in setting up their own private label fund for them and manage it according to their desired investment strategy.
Our investment approach combines bottom-up analysis with top-down macro views.
ADVISORY MANDATE
Our investment teams in Switzerland provide to our clients with investment knowledge in both developed and emerging markets. We advise, we check the best execution of the transaction across all asset classes and report accordingly to personal preferences.
AMC (ACTIVELY MANAGED CERTIFICATE)
PRODUCT STRATEGY
AMC IG:
The AMC on the STO BENE IG Euro Bonds is an actively managed portfolio that primarily invests in a selected group of worldwide investment grade (IG) bonds. The investment decisions and recommendations are based on the expertise and advice of Sto Bene Partners SA.
The investment policy of the AMC is to generate returns by selecting primarily listed debt instruments from worldwide market issuers, across a range of countries, maturities, credit quality levels, currencies of denomination and instrument seniority. The AMC is denominated in EUR and all currency risks are hedged.
AMC SUB FIN EUR and USD:
The underlying is an actively managed portfolio consisting of various debt instruments, which is based on investment advice and recommendations of Sto Bene Partners SA. The strategy has a focus on Financial Sub issued debt instruments.
The investment objective of the AMC is to provide stakeholders with an attractive return, primarily investing in financial institution investment instruments:
Regulatory capital instruments based on Basel III or Solvency II.
OUR FUND
MTRP (Mont Fort total return portfolio)
The strategy aims to deliver long-term capital appreciation and steady income by employing a multi-asset approach focused on diversification and low correlation. The portfolio is designed with a strong emphasis on income generation and capital preservation.