• ETFs: EXCHANGE TRADED FUNDS

    Exchange Traded Funds (ETFs) are broadly diversified, low-cost investment funds which provide an attractive alternative to expensive mutual funds. Minimising fees is the easiest way to enhance your investment return.

  • PORTFOLIO ANALYSIS

    Many investment portfolios are not sufficiently diversified and have a unfavorable and expensive cost structure. We offer you a non-binding, free-of-charge second opinion on your portfolio.

  • SUSTAINABLE INVESTMENTS

    The Sincera ESG Portfolios combine the advantages of ETFs with the Dow Jones Sustainability Indexes family. The index components are selected based on an analysis of long term corporate economic, environmental and social performance.

Sincera Reference Portfolios

The Reference Portfolios are the starting point for a broadly diversified, cost-effective investment solution which is available for different risk profiles.

  • Highly diversified portfolios
  • Low fees: Return enhancement of approx. 2% p.a.
  • No hidden costs (Kick-backs)
  • Screening of the most suitable ETFs
  • Based on benchmark indexes, e.g. EURO STOXX 50
  • Portfolio monitoring (Rebalancing)
  • Individual portfolios on request

Sincera ESG-Portfolios

Combine the advantages of the Reference Portfolios (cost efficiency, diversification) with a sustainable investment according to environmental, social and corporate governance criteria (ESG):



  • Based on alternative indexes such as the Dow Jones Sustainability World Enlarged Index ex Alcohol, Tobacco, Gambling, Armaments & Firearms and Adult Entertainment
  • Index components are selected based on an analysis of long term corporate economic, environmental and social performance
  • No investments in commodities, especially agricultural
  • Partial investments in the alternative energy sector

Contact

Find out what investor type you are and you will receive an investment proposal based on your personal risk profile:

Start Risk Profiler

or contact us directly:

+41 (0)44 515 45 45