Based on the Asset Management team’s expertise, our actively managed asset allocation fund, HeritageWealth SIF aims to deliver efficient risk-adjusted returns in EUR, USD and CHF. Our managers work passionately at providing our clients with balanced long-only portfolios that meet their risk/reward objectives.

HeritageWealth SIF funds reflect our asset allocation strategy for balanced investment profiles. The fund’s investments are monitored on an ongoing basis, closely aligned with in-house asset class analysts’ views. Investors are provided with detailed monthly reports.