Investment funds
We apply the same values in developing and managing investment funds as we do in all our endeavours.
The freedom to reflect and to act, inherent in our status as an independent bank, enables us to actively seek new investment themes and to develop them rapidly – often away from the crowd.
Banque Bonhôte is constantly attentive to its clients’ needs, striving to meet their requirements through a systematic and pragmatic development of innovative niche products.
Our suite of investment funds has been carefully constructed to offer interesting diversification in each of the following categories:
Traditional Funds
| Funds (value 13.12.2024) | NAV | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
 Conv. Lux - Bonhôte Impact Fund Class I - CHF | 103,499 | 5.55% | 4.78% | -10.06% | 1.33% | ||
 Bonhôte Strategies - Megatrend Equity ESG (USD) | 143,34 | 20.40% | 21.87% | ||||
 Bonhôte Selection - Global Bonds ESG | 102,49 | 2.49% | |||||
 Bonhote Selection-Global Emerging Multi-Fonds CHF | 111,34 | 15.85% | 14.82% | -27.91% | -17.41% | 2.14% | |
 Bonhôte Strategies - Balanced (CHF) | 136,01 | 6.06% | 5.77% | -6.15% | |||
 MV ImmoXtra Schweiz Fonds I CHF | 190,34 | 12.19% | 12.83% | 4.96% | 22.12% | 89.94% | |
 Conv. Lux - ZO China Value Fund Class A - CHF | 72,827 | 16.15% | 15.07% | -36.93% | -27.17% |
Alternative Funds
Bonhôte Alternative Multi-Performance USDReal Estate Funds
| Funds (value 13.12.2024) | NAV | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
 Bonhôte-Immobilier SICAV | 162 | 20.99% | 20.99% | 8.26% | 27.29% | 60.67% |
External Funds
| Funds (value 13.12.2024) | NAV | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
 RFP Swiss Equity Equal-Weighted | 171,09 | -6.45% | -5.68% | -18.97% | 7.59% | 52.13% |
The information and opinions published herein are provided without any warranty of any kind, either express or implied. Past performance does not guarantee future returns. The performance shown does not take account of any commissions and costs charged when subscribing and redeeming shares. Potential investors and other interested persons should refer to the fund prospectuses and fund rules which are the only authoritative sources of information. They may be obtained on request from Banque Bonhôte & Cie SA, 2, quai Ostervald, 2001 Neuchâtel. These documents are intended for information purposes only and do not in any way constitute an offer, a solicitation or a recommendation for the purchase or sale of funds. These funds may not be offered or sold, directly or indirectly in the United States or to US Persons as defined by applicable US law.
About us
The bank Bonhôte, founded in Neuchâtel in 1815, can look back on a long tradition of expertise in financial and wealth management, its core business. The compact structure of the bank guarantees effectiveness, flexibility and rapid responses to volatile developments in the markets.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
