Passive investment
We all have an opinion on global economic developments, but in reality no one can predict them consistently. We have the humility to accept our limitations, so with a passive investment approach, we focus on what we are able to control...
Methodology
Using the efficiency of the market to our advantage
We put together a highly diversified portfolio comprising over 3,000 stocks and bonds. This index allows you to participate fully in market developments. We regularly monitor your portfolio and rebalance systematically. You can accept market fluctuations, knowing that price trends will offset each other long-term.
At a glance
An investment model that is:
- No "greed and fear"-investing
- Systematic, rules-based and disciplined
- Cost-efficient
- Easy to follow
- Proven by reseach
- Long track record
- Robust embedded risk management
Knowledge of the market*
Over the last 50 years, 74% of the time the US market was up. But, instead of seeing the long-term potential of the market, many investors focus on the 26% of the time when the market was down.
*S&P 500
Performance of CHF 1 Mio. initial investment in a LeoVest equity mandate since 2007
Performance Statement
Ready to get started? We look forward to hearing from you.
Passive or active investment?
You don’t want to commit to one or the other just yet? Split your assets between these two approaches, and let the performance speak for itself.