Our ICITS IV funds are highly diversified
and aim to achieve an
above average return.
Definition of qualified investors :
Qualified investors within the meaning of the Federal Act on Collective Investment Schemes (CISA) of are:
Regulated financial intermediaries such as banks, securities dealers, fund management companies, asset managers of collective investment schemes.
Regulated insurance companies.
Public entities and retirement benefit institutions (pension funds) as well as companies with professional treasury operations. The requirement of the professional treasury is deemed fulfilled when the investor has entrusted as least one suitably qualified person with experience in the financial sector to manage his finances on an ongoing basis.
High net worth individuals declaring in writing that they want to be treated as qualified investors and which provide proof that (i) they possess financial assets of at least CHF 500.000 and as well that they have a sufficient academic or professional experience to understand the investment risks, or (ii) that they possess financial assets of at least CHF 5 million with immovable assets of max. CHF 2 million. These requirements must be met at the time of the following agreement on these legal provisions at the bottom of this page.
Investors having concluded a discretionary asset management agreement with (i) regulated financial intermediaries or (ii) with independent asset managers, provided that the independent asset manager is subject to the Federal Anti-Money Laundering Act, subject to a professional code of conduct which is recognized as a minimum standard by the supervisory authority (FINMA) and that the asset management contract contains the recognized guidelines of a professional organization, and (iii) provided that they do not declare in writing that they want to be treated as non-qualified investors.