Blackfort Income Defensive
Blackfort’s investment strategies build on investment approaches, which are well established with large Swiss institutional investors. Hence, our clients benefit from long-term experience in the context of tailor-made and holistic solutions, developed in personal dialogue and designed to truly fit each client’s needs.
Blackfort Income Defensive
Defensive liquid alternative well suited as a core investment to replace cash and bonds
Blackfort Swiss Real Estate Debt
Generate stable income from the Swiss Real Estate market
Blackfort Triple X
Systematic strategy to add an extra performance boost to equity returns
Tailor-Made Investment Mandates
Covering different investment goals reaching from capital protection to capital growth
For investors who want to invest their assets in a capital-preserving way, Blackfort Income Defensive offers a liquid alternative well suited as a core investment to replace cash and bonds.
Equity markets still have potential to generate returns. Over the long run the mean expected return of equities of the developed markets is approximately 6% p.a. However, the downside risks are considerable. The strategy builds on investment approaches, which are well established with large Swiss institutional investors.
Blackfort Swiss Real Estate Debt is an alternative to traditional real estate investments and an uncorrelated portfolio diversifier
Expected return of around 4% p.a. in Swiss francs after costs and fees
For investors who want to increase the return on their equity allocation, the Blackfort Triple X solutions offer a systematic strategy to add an extra performance boost to equity returns.
Blackfort Triple X strategies offer a performance boost on equities in combination with a systematic downside protection mechanism.
We offer investment solutions to both private investors as well as institutional investors such as pension funds, foundations, companies and other institutions of all sizes. Based on many years of experience with major Swiss institutional investors, we focus on the individual needs of each specific client and offer tailor-made solutions. Thereby, we provide both systematic and discretionary investment approaches as well as combinations thereof. All investment mandates can draw on our expert judgement and house view, based on fundamental analysis and state-of-the-art macroeconomic projections.
For investors with higher risk tolerance and/or longer investment horizons, opportunistic investment approaches offer increased return potential. The primary investment objective is capital growth. Typically, opportunistic investment approaches mainly rely on equities, commodities, real estate, and other alternative asset classes.
For investors with lower risk tolerance and/or shorter investment horizons, defensive investment approaches offer a regular source of income. The primary investment objective is capital protection. Historically, defensive investment approaches mainly relied on fixed income instruments. However, in an environment of negative interest rates, innovative solutions and alternative strategies are needed to ensure continued capital protection of the investment.
In addition to these mixed mandates, we also offer investment solutions on asset class levels. Based on in- depth expertise and years of experience in various asset classes, we offer customized solutions for your equity, bond, alternative or crypto quota.
As an independent provider of asset management solutions, we are not bound in our choice of custodian bank and work together with all established institutions. Upon request, we will support you in your choice of custodian bank and provide you with an overview of the conditions and services offered by the individual banks.
We would be happy to inform you about our track record in an individual offer and provide you with a sample portfolio on request.