Portefeuilles modèles

BSD Investing model portfolios

Create your own model portfolios

CAUTIOUS

An active/passive fund allocation portfolio model with limited risk exposure

Maximize return with volatility x%
3 to 10 universes
Equity 40% / Fixed Income 60%
Selected from 18 Equity & 14 Fixed Income universes

SELECT

BALANCED

An active/passive fund allocation portfolio model with moderate risk exposure

Maximize return with volatility x%
3 to 10 universes
Equity 40% / Fixed Income 60%
Selected from 18 Equity & 14 Fixed Income universes

SELECT

DYNAMIC

An active/passive fund allocation portfolio model allowing for higher risk exposure

Maximize return with volatility x%
3 to 10 universes
Equity 40% / Fixed Income 60%
Selected from 18 Equity & 14 Fixed Income universes

SELECT

1. Customize your constraints

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2. Select asset classes of your portfolio

By default, all universes are included. You can exclude a kind of fund universe by clicking on the category.

Classe d'actifs

Equity Fixed Income

Marché

Emerging Developed

Zone d'investissement

US Europe Asia

Equity - Fixed Income -

Stratégie

Growth Large-Cap Small-Cap Govies High-Yield Aggregate Corporate Inflation-Linked Value

Alternative Energy

Asia Ex Japan Equity

Biotech

China Large-Cap

Commodities Gold

Crypto Infrastructure

Ecology

Emerging debt Lcl Ccy

Emerging markets Large-Cap

Equities Gold

EUR Money Market

Euro government bonds

Euro high-yield bonds

Euro inflation-linked bonds

Euro investment-grade bonds

Europe growth

Europe Large-Cap

Europe MC

Europe Small-Cap

Europe value

Eurozone Large-Cap

Financial

France Large-Cap

France Money Market

France SMC

Germany Large-Cap

Global bonds EUR hedged

Global corporate bonds EUR hedged

Global inflation-linked bonds EUR hedged

Global Large-Cap

Italy Large-Cap

Japan Large-Cap

Other

SB2 EM LC

SB2 Europe Equity Income

SB2 Europe LC

SB2 Europe SC

SB2 Eurozone LC

SB2 Global LC

SB2 Japan AC

SB2 US LC

SB2 US LC Equity Income

Sector Techno US Nasdaq

Spain Large-Cap

Switzerland Large-Cap

Thematic ACWI

Thematic Asia Ex Japan

Thematic Developed

Thematic EM

Thematic Europe

Thematic Eurozone

UK government bonds

UK Large-Cap

US government bonds

US growth

US high-yield bonds

US investment-grade bonds

US Large-Cap

US Small-Cap

US value

USD Money Market Short Term

Water

Japan Large-Cap

Switzerland Large-Cap

UK Large-Cap

US Large-Cap

3. Portfolio risk profile

Cautious

Balanced

10%

Dynamic

17%

Risk

Portefeuilles modèles