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Investment Navigator supports you in the advisory process for funds and ETFs. Regulatory, tax and product-specific information and rules are efficiently provided and checked in the Swiss and cross border advisory processes.

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Alliance BernsteinHigh conviction ideas

AB FCP I - American Income Portfolio (A)
AB FCP I - European Income Portfolio (A)
AB FCP I - Global High Yield Portfolio (A)
AB SICAV I - Short Duration High Yield Portfolio (A2)
AB SICAV I - Select Absolute Alpha Portfolio (A)
AB SICAV I - Select US Equity Portfolio (A)
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AXA Investment ManagersHigh conviction ideas

AXA IM Swiss Funds - Bonds CHF (A)
AXA World Funds - Euro Credit Plus (A Capitalisation EUR)
AXA World Funds - Euro Credit Short Duration (A Capitalisation EUR)
AXA World Funds - US High Yield Bonds (A Capitalisation USD)
AXA IM FIIS - US Short Duration High Yield (F Capitalisation USD)
AXA IM FIIS - Europe Short Duration High Yield (F Capitalisation EUR)
AXA World Funds - Framlington Global Convertibles (A Capitalisation EUR)
AXA Rosenberg EAT - Global Small Cap Alpha (A (US$))
AXA World Funds - Framlington Europe Real Estate Securities (A Capitalisation EUR)
AXA World Funds - Framlington Italy (A Capitalisation EUR)
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Bellevue Asset Management AGHigh conviction ideas

Bellevue Funds (Lux) - BB Adamant Biotech (B)
Bellevue Funds (Lux) - BB Entrepreneur Europe (B)
Bellevue Funds (Lux) - BB Global Macro (B)
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BlackRockHigh conviction ideas

BlackRock BGF - Global Multi-Asset Income (A2)
BlackRock BGF - Asian Dragon Fund (A2)
BlackRock BGF - Fixed Income Global Opportunities (A2)
BlackRock BGF - Euro Bond Fund (A2)
BlackRock BSF - Global Event Driven (A2 USD)
BlackRock BSF - Emerging Markets Flexi Dynamic Bond (A2 USD)
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BNY Mellon IMHigh conviction ideas

BNY Mellon GF - Global Opportunities Fund (Euro A)
BNY Mellon GF - Long-Term Global Equity Fund (Euro A)
BNY Mellon GF - Global Opportunistic Bond Fund (Euro H (hedged))
BNY Mellon GF - EM Corporate Debt Fund (Euro A)
BNY Mellon GF - Global HY Bond Fund (Euro A)
BNY Mellon GF - Absolute Insight Fund (Euro R (Acc.))
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CarmignacHigh conviction ideas

Carmignac Portfolio - Emergents (A CHF Acc Hdg)
Carmignac Portfolio - Emergents (A USD Acc Hdg)
Carmignac Portfolio - Global Bond (A CHF Acc Hdg)
Carmignac Portfolio - Global Bond (Income A CHF Hdg)
Carmignac Portfolio - Patrimoine (A CHF Acc Hdg)
Carmignac Portfolio - Patrimoine (Income A CHF Hdg)
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Columbia Threadneedle InvestmentsHigh conviction ideas

Threadneedle TSIF - Pan European Equity Dividend (INA)
Threadneedle TSIF - US Equity Income (LNI)
Threadneedle TSIF - Global Equity Income (ZNA)
Threadneedle (Lux) - US High Yield Bond (ZU)
Threadneedle Investment Funds - American Smaller Companies (ZNA)
Threadneedle (Lux) - Diversified Alternative Risk Premia (IU)
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FidelityHigh conviction ideas

FF - Emerging Markets Fund (A)
FF - Latin America Fund (A)
FF - Switzerland Fund (A)
FF - European High Yield Fund (A)
FF - European Growth Fund (A)
FF - European Fund (A)
FF - Emerging Market Debt Fund (A)
FF - Emerging Europe, Middle East and Africa Fund (A)
FF - Asian High Yield Fund (A)
FF - Emerging Asia Fund (A)
FF - Global High Yield Fund (A)
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Franklin TempletonHigh conviction ideas

FTIF - Franklin K2 Alternative Strategies Fund (A)
FTIF - Templeton Global Total Return Fund (A)
FTIF - Franklin Global Convertible Securities Fund (A)
FTIF - Templeton Emerging Markets Smaller Companies Fund (A)
FTIF - Templeton Asian Smaller Companies Fund (A)
FTIF - Templeton Euroland Fund (A)
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GAMHigh conviction ideas

Julius Baer Multibond - Local Emerging Bond (B)
Julius Baer Multibond - Emerging Markets Opportunities Bond (B)
Julius Baer Multibond - Absolute Return Bond (B)
Julius Baer Multibond - Emerging Bond (B)
Julius Baer Multistock - Japan Stock Fund (B)
GAM Star Fund Plc - GAM Star Emerging Market Rates (USD class)
GAM Star Fund Plc - GAM Star Japan Equity
GAM Star (Lux) - Merger Arbitrage (I)
GAM Star Fund Plc - GAM Star Credit Opportunities (EUR) (EUR Class)
GAM Star Fund Plc - GAM Star Cat Bond (USD Class)
GAM Star Fund Plc - GAM Systematic Alternative Risk Premia (USD Class)
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HendersonHigh conviction ideas

Henderson HF - Euroland (A2 Acc EUR)
Henderson HF - Pan European Equity (A2 Acc EUR)
Henderson HF - Global Technology (A2 Acc USD)
Henderson HF - Global Property Equities (A2 Acc USD)
Henderson Gartmore Fund - Pan European (R€ Acc)
Henderson HF - Euro Corporate Bond (A2 Acc EUR)
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iSharesHigh conviction ideas

iShares ETF (CH) - iShares Core CHF Corporate Bond (CH)
iShares ETF (CH) - iShares Core SPI (CH)
iShares VII plc - MSCI EMU CHF Hedged UCITS ETF (Acc)
iShares VII plc - Core EURO STOXX 50 UCITS ETF EUR (Acc)
iShares VI plc - Edge MSCI EM Min. Vola. UCITS ETF USD (Acc)
iShares VI plc - MSCI Japan CHF Hedged UCITS ETF (Acc)
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J.P. Morgan Asset ManagementHigh conviction ideas

JPM Funds - Emerging Markets Strategic Bond Fund (A (acc))
JPM Funds - Global Bond Opportunities Fund (A)
JPM Funds - US Equity All Cap Fund (A)
JPMorgan Investment Funds - Europe Strategic Dividend Fund (A)
JPMorgan Investment Funds - Global Income Fund (A)
JPMorgan Investment Funds - Global High Yield Bond Fund (A)
JPM Funds - Global Strategic Bond Fund (A (perf))
JPMorgan Investment Funds - Global Macro Opportunities Fund (A)
JPM Funds - Multi-Manager Alternatives Fund (A)
JPM Funds - Emerging Markets Small Cap Fund (A (perf))
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Jupiter Asset ManagementHigh conviction ideas

The Jupiter Global Fund - Jupiter Dynamic Bond (L)
The Jupiter Global Fund - Jupiter European Growth (L)
The Jupiter Global Fund - Jupiter India Select (L)
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M&G InvestmentHigh conviction ideas

M&G Optimal Income Fund (EUR A-H Acc)
M&G IF (7) - M&G Pan European Dividend Fund (EUR A Acc)
M&G IF (7) - M&G Global Convertibles Fund (EUR A Acc)
M&G Dynamic Allocation Fund (EUR A Acc)
M&G IF (3) - M&G Emerging Markets Bond Fund (USD A Acc)
M&G IF (7) - M&G Global Floating Rate High Yield Fund (USD A Acc)
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NN Investment PartnersHigh conviction ideas

NN (L) - Euro High Dividend (P Cap EUR)
NN (L) - Global Sustainable Equity (P Cap EUR)
NN (L) - European High Yield (P Cap EUR)
NN (L) - Asian Debt (Hard Currency) (P Cap USD)
NN (L) - Frontier Markets Debt (Hard Currency) (P Cap USD)
NN (L) - First Class Multi Asset (P Cap EUR)
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RobecoSAMHigh conviction ideas

Robeco CGF SICAV - RobecoSAM Sustainable European Equities (D EUR)
Multipartner SICAV - RobecoSAM Global Gender Equality Impact Equities (B)
Multipartner SICAV - RobecoSAM Smart Materials Fund (B)
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SchrodersHigh conviction ideas

Schroder ISF - EURO Corporate Bond (A)
Schroder ISF - Asian Equity Yield (A)
Schroder ISF - Global Convertible Bond (A)
Schroder ISF - Global Multi-Asset Balanced (A)
Schroder GAIA - BlueTrend (A)
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SourceHigh conviction ideas

Source plc - Goldman Sachs Eq. Fact. Index Eur. UCITS ETF (A)
Source plc - EURO STOXX Optimised Banks UCITS ETF (A)
Source plc - Technology S&P US Select Sector UCITS ETF (A)
Source plc - Nasdaq Biotech UCITS ETF (A)
Source plc - Morningstar US Energy Infrast. MLP UCITS ETF (B)
PIMCO FIS ETFs plc - S-T HY Cor. Bond Ind. Source UCITS ETF ((Accumulating))
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T.Rowe PriceHigh conviction ideas

T. Rowe Price Funds SICAV - US Blue Chip Equity Fund (A)
T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund (A)
T. Rowe Price Funds SICAV - European High Yield Bond Fund (A)
T. Rowe Price Funds SICAV - European Equity Fund (A)
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UBSHigh conviction ideas

UBS (Lux) Equity SICAV - US Total Yield (USD) (P-acc)
UBS (Lux) Equity SICAV - Global Opp. Unconstrained (USD) (P-acc)
UBS (CH) Equity Fund - Swiss High Dividend (CHF) (P)
UBS (Lux) Equity Fund - China Opportunity (USD) (P-acc)
UBS (Lux) Bond Fund - Euro High Yield (EUR) (P-acc)
UBS (Lux) Equity SICAV - Global Income (USD) (P-acc)
UBS (Lux) Strategy Xtra SICAV - Balanced (CHF) (P-acc)
UBS ETF (CH) – SMI® ((CHF) A-dis)
UBS ETF – MSCI EMU hedged to CHF UCITS ETF ((CHF) A-acc)
UBS ETF – Barclays US Liquid Corpor. 1-5 Y UCITS ETF ((hedged to CHF) A-acc)
UBS ETF – Factor MSCI EMU Low Volatility UCITS ETF ((hedged to CHF) A-acc)
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