The focus modules

The focus modules

Maerki Baumann’s asset management with the modular investment solution is based on the building block principle. Your investment strategy is replicated through various building blocks in the form of modules (known as basic and focus modules), that can be flexibly combined. Thanks to these numerous modules, you have the possibility to set individual accents in terms of markets, asset classes and risk appetite.

Akzentmodul Aktien Schweiz

Equities Switzerland


The module participates in the development of the Swiss equity market and invests in equities and equity-like securities of Swiss companies. As part of the stock selection process, companies are considered that are listed on the SLI, which tracks the 30 most liquid and largest stocks on the Swiss equity market.

Akzentmodul Nebenwerte Schweiz

Small Caps Switzerland


The module participates in the potential offered by small and mid cap companies in Switzerland. The investment goal is to generate long-term capital growth by investing in a diversified portfolio comprising Swiss small and mid cap companies.

Akzentmodul Aktien Eurozone

Equities Eurozone


Investments focus on equities of the EURO STOXX 50 with the possible additional purchase of euro-denominated equities from the STOXX Europe 600. The aim is to generate a return that outperforms the EURO STOXX 50 Total Return over the medium term through a sector-specific allocation and stock selection.

Akzentmodul Aktien Deutschland

Equities Germany


The module invests in German blue chips from the DAX Index as well as in medium-sized companies listed on the MDAX. Focus is placed on companies that have a strong market position and attractive earnings growth potential.

Akzentmodul Aktien USA

Equities USA


Focus is placed on equities of the S&P 100 with the possible additional purchase of equities from the S&P 500. Both indices include the largest companies in the USA in terms of market capitalisation. The objective is to outperform the S&P 100 Total Return Index over the medium term through a sector-specific allocation and stock selection.

Akzentmodul Aktien Schwellenlaender

Equities Emerging Markets


Focus is placed on emerging market equities via collective investment schemes (ETFs, funds). The objective is to generate a return that outperforms the MSCI Emerging Markets Index over the medium term through an allocation to regional, sector-specific investments.

Akzentmodul Aktien Global Impact

Equities Global Impact


The module invests in global equities of companies with the objective of having a positive impact on the economy, society and the environment. Focus is placed on the sustainable development of economic and living spaces as well as relevant megatrends, including new mobility.

Akzentmodul Obligationen CHF

Bonds CHF


The module invests in CHF-denominated interest-bearing investments via collective investment schemes. The objective is to outperform the return of the benchmark SBI Foreign AAA-BBB Index over the medium term through an allocation to different maturity groups, credit rating classes and CHF-hedged investments in global themes.

Akzentmodul Obligationen Euro

Bonds EUR


The module invests in EUR-denominated interest-bearing investments via collective investment schemes. The objective is to outperform the return of the benchmark Barclays Euro Aggregate Index over the medium term through an allocation to different maturity groups, credit rating classes and EUR-hedged investments in global themes.

Akzentmodul Obligationen USD

Bonds USD


The module invests in USD-denominated interest-bearing investments via collective investment schemes. The objective is to outperform the return of the benchmark Barclays US-Dollar Aggregate Index over the medium term through an allocation to different maturity groups, credit rating classes and USD-hedged investments in global themes.

Akzentmodul Obligationen Schwellenländer

Bonds Emerging Markets


The module invests in interest-bearing investments of issuers from emerging markets via collective investment schemes (ETFs, funds). The investments include both government and corporate bonds in local as well as hard currencies. The objective is to outperform the benchmark index over the medium term.

Akzentmodul Global ausgewogen

Global Balanced


The module, which is calculated in USD, invests in the asset classes of liquidity, bonds, equities and commodities via collective investment schemes (ETFs, funds). The objective is to outperform the benchmark index, comprising 10% liquidity, 45% bonds and 45% equities, over the medium term.

Comparatively slow transaction speed still limit benefits

Commodities


The module invests in commodity sectors or individual commodities by means of ETCs and certificates. The objective is to generate a return that outperforms the Constant Maturity Commodity Index over the medium term by selectively overweighting or underweighting sectors.

Cryptocurrencies module

Cryptocurrencies


The module invests in digital assets and aims to generate long-term asset growth. Focus is placed on established tokens with medium to high market capitalisation. The selection is based on fundamental and chart technical analysis.

Focus modul Private Equity

Private Equity


The product from Partners Group, which is included in the module, enables promising cross-cycle investment activity by means of active portfolio management and a combination of direct, primary and secondary investments.

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