BBGI, your asset manager
The range of investment funds developed by BBGI Group covers the Swiss and international equity segments, the “energy”, “alternative energies” and “gold mines” investment themes, as well as commodities.
- BBGI Tactical Switzerland
- BBGI Tactical World (USD)
- BBGI Commodities (USD)
- BBGI Share Gold (USD)
- BBGI Share Energy (USD)
- BBGI Share Clean Energy (USD)
- BBGI Equities Switzerland Behavioral Value
- BBGI Swiss Physical Gold
Favor responsiveness : BBGI Tactical Switzerland & BBGI Tactical World
The objective of the BBGI Tactical Switzerland and the BBGI Tactical World sub-funds is to achieve an absolute return, through an active management and diversification in equities and bonds.
The objective of these sub-funds is to generate long term returns, higher than the returns on the fixed income and alternative instruments, while keeping lower volatility/risk levels compared to such instruments.
These sub-funds are actively managed and seeks to make a positive return in absolute terms.
Through innovative strategies, the fund manages market risks very carefully and can shift among different asset classes very efficiently to take advantage of favorable market conditions whilst avoiding the effects of negative market fluctuations.
These sub-funds would be a good choice for investors seeking an optimal combination of low volatility and a long term return higher than that of fixed income and alternative investments. It is not a hedge fund and does not sell short or use leverage derivatives.
The BBGI Commodities (USD) sub-fund’s objective is long-term growth through diversified investments in the commodities sector (energy, agriculture, metals, minerals, water).
The generation of a consistent alpha since the creation of our BBGI Commodities fund in 2005 is linked to our original approach combining sector allocation and tactical allocation between equity linked to commodities and commodities. This makes it possible to reduce the risk inherent in investments in commodities.
We seek to ensure optimal diversification between the four commodity segments based on medium-term investment opportunities. On the other hand, our approach includes a tactical allocation between investments in commodities (through ETFs) and equity investments in resource producers. Commodities thus keep an allocation in our fund at all times, while the investment committee may choose to grant a greater or lesser proportion to the shares of companies active in the commodities segment, depending on performance expectations.
The objective of the BBGI Swiss Physical Gold sub-fund consists primarily in obtaining long term growth comparable or better than that of physical gold, while limiting the volatility of the price of gold in the short term through active hedging strategies. Active management aims to limit losses in the event of a possible decline in the price of gold.
The custody of the assets of the sub-fund in the form of precious metals is guaranteed by the custodian bank or its sub-custodians, exclusively in Switzerland with a guarantee of segregation of the assets to the benefit of the sub-fund (non fungible).
Commodities : BBGI Commodities, BBGI Swiss Physical Gold
Equity themes : BBGI Natural Resources Opportunity Equity Fund & BBGI Share Clean Energy
The objective of the sub-funds BBGI Natural Resources Opportunity Equity Fund (USD) and BBGI Share Clean Energy (USD) is mainly to achieve long-term growth through diversified investments in the natural resources and energy sectors.
The investment strategy of the BBGI Share Clean Energy (USD) compartment focuses on companies active in the field of alternative energy (Clean Energy & Clean Tech), which seek to develop new forms of clean energy or to improve the energy efficiency of their products or production processes.
The investment strategy of the compartment BBGI Natural Resources Opportunity Equity Fund (USD) focuses on companies active in the energy sector (exploration, extraction, transformation, production, …) as well as in the sector of basic materials, natural resources, agricultural products, industrial metals, precious metals and other minerals.
These sub-funds invest, either directly or indirectly through collective investment schemes, at least two thirds of their assets, after deduction of liquid assets, in equities and rights (equities, jouissance certificates, Share capital, profit sharing vouchers, warrants and similar) of companies throughout the world carrying out part of their economic activity in the energy sector (exploration), extraction, processing, production, transportation, services, equipment and/or marketing) including oil, gas, electricity, coal, solar, nuclear, wind and biofuels, respectively alternative energies and companies active in the field of energy efficiency.
The primary aim of BBGI Equities Switzerland Behavioral Value is to achieve long-term growth through diversified investment in equities and other equity-type securities and rights issued (dividend-right or participation certificates, shares in cooperatives, etc.)by countries domiciled in or carrying out the core of their business activities in Switzerland.
This fund is actively managed by dynamically selecting the companies most likely to outperform the market according to the principles of behavioral economics. These principles are based on systematically filtering out securities which appear to be temporarily undervalued because of psychological and emotional market factors. Such factors can make the market under or overreact to positive or negative news regarding these companies or to other information liable to influence the price of shares.
This sub-fund invests, either directly or indirectly by means of collective investment schemes, at least two thirds of its assets, after deduction of liquid assets, in equities and other equity-type securities and rights (shares, dividend-right certificates, shares in cooperatives, participation certificates, etc.) issued by companies domiciled in or carrying out the bulk of their business activities in Switzerland.