Our strategy funds

PostFinance offers various strategy funds with different equity components as part of the “fund self-service” and “fund consulting basic” investment solutions. The PostFinance strategy funds allow you to select your own individual fund solution based on your target returns and your risk appetite. The higher the equity component, the greater the potential return, but also the potential risk.

Why a strategy fund?

A strategy fund combines different asset classes, regions, countries and currencies in a single solution. You benefit from a structured investment process, the know-how of experienced financial specialists and broad diversification of your investments. Here, too, we focus on sustainability without neglecting performance.

Integration of sustainability aspects (ESG)

The funds now offer you the opportunity for increased integration of environmental (E) and social (S) aspects and responsible corporate governance (G) into your investment. The aim is for these investment funds to provide a better ESG value than their traditional reference index . The strategy funds also have a lower carbon footprint than their traditional reference index.

A range of strategy funds with different equity allocations

The composition of the individual investment strategies varies based on current market developments.

A range of strategy funds with different equity allocations

Strategy funds offer straightforward investment opportunities in Swiss and global equities, bonds and real estate, as well as individual strategies according to risk capacity and risk appetite. Thanks to professional management, the funds are constantly checked and monitored. As a result, the funds combine all the advantages of a modern, diversified investment solution.

Our strategy funds in detail

  • The PF - ESG Yield Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 15% and the strategic proportion of foreign currency is 6%.

    • Investment target: for cautious investors who can accept low to medium price fluctuations
    • Investment horizon: medium to long term
    • Recommendation: this collective investment may not be suitable for investors who want to withdraw their assetsfrom the collective investment again within at least two years.
    • Risk/reward profile: 3 out of 7

    The link will open in a new window Factsheet (PDF)
    The link will open in a new window Key investor information document (KIID) (PDF)

  • The PF - ESG Income Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 30% and the strategic proportion of foreign currency is 12%.

    • Investment target: for quite cautious investors who can accept medium price fluctuations
    • Investment horizon: medium to long term
    • Recommendation: this collective investment may not be suitable for investors who want to withdraw their assets from the collective investment again within at least five years.
    • Risk/reward profile: 4 out of 7

    The link will open in a new window Factsheet (PDF)
    The link will open in a new window Key investor information document (KIID) (PDF)

  • The PF - ESG Balanced Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 50% and the strategic proportion of foreign currency is 19%.

    • Investment target: for balanced investors who can accept price fluctuations
    • Investment horizon: medium to long term
    • Recommendation: this collective investment may not be suitable for investors who want to withdraw their assetsfrom the collective investment again within at least five years.
    • Risk/reward profile: 4 out of 7

    The link will open in a new window Factsheet (PDF)
    The link will open in a new window Key investor information document (KIID) (PDF)

  • The PF - ESG Growth Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 70% and the strategic proportion of foreign currency is 27%.

    • Investment target: for investors who want to follow a growth-oriented investment strategy and can accept higher price fluctuations
    • Investment horizon: long term
    • Recommendation:this collective investment maynot be suitable for investors who want to withdraw their assetsfrom the collective investment again within at least five years.
    • Risk/reward profile: 5 out of 7

    The link will open in a new window Factsheet (PDF)
    The link will open in a new window Key investor information document (KIID) (PDF)

  • The aim of the PF - ESG Capital Gain Strategy Fund is to achieve significant long-term asset growth via capital gains by investing in sustainable Swiss and world equities as well as Swiss real estate. The strategic equity component is 93%, while 43% of the fund’s assets are invested in Swiss equities. In addition to investments in shares from developed countries, 15% is invested in emerging market equities. The 7% invested in Swiss real estate funds also contributes to diversification. The strategic foreign currency component is around 36%.

    • Investment target: for investors who want to follow an extremely growth-oriented investment strategy and can accept high price fluctuations
    • Investment horizon: long term
    • Recommendation:this collective investment maynot be suitable for investors who want to withdraw their assetsfrom the collective investment again within at least nine years.
    • Risk/reward profile: 6 out of 7

    The link will open in a new window Factsheet (PDF)
    The link will open in a new window Key investor information document (KIID) (PDF)

  • This information and these statements are for information purposes only and do not constitute either an invitation to tender, a solicitation, an offer or a recommendation to purchase a service, buy or sell any securities or other financial instruments or to perform other transactions. This information does not take into consideration the specific or future investment goals, financial or tax situation or particular needs of any specific recipient, and is therefore not a suitable basis for investment decisions. We recommend that you consult your financial or tax advisor before every investment. The price, value and return of investments may fluctuate. Investment in financial instruments is subject to certain risks and does not guarantee the retention of the capital invested or an increase in value.

    All investment services and financial instruments provided by PostFinance Ltd are unavailable to US persons and other persons whose domicile or tax liability is outside of Switzerland and will therefore neither be offered nor sold/provided to them.

    PostFinance Fonds are issued in accordance with Swiss law. Prospectuses, KIID, BIB, the management regulations as well as annual and interim reports are available free of charge from the PostFinance Operations Center, any PostFinance branch or from UBS Fund Management (Switzerland) AG, P.O. Box, 4002 Basel, Switzerland. Before investing in a product, please read the latest prospectus carefully and thoroughly.

    Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when purchasing units. Commissions and costs have a negative impact on performance.

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