The focus modules Maerki Baumann’s asset management with the modular investment solution is based on the building block principle. Your investment strategy is replicated through various building blocks in the form of modules (known as basic and focus modules), that can be flexibly combined. Thanks to these numerous modules, you have the possibility to set individual accents in terms of markets, asset classes and risk appetite. ARRANGE CONSULTATION Small Caps Switzerland The module participates in the potential offered by small and mid cap companies in Switzerland. The investment goal is to generate long-term capital growth by investing in a diversified portfolio comprising Swiss small and mid cap companies. Equities Switzerland The module participates in the development of the Swiss equity market and invests in equities and equity-like securities of Swiss companies. As part of the stock selection process, companies are considered that are listed on the SLI, which tracks the 30 most liquid and largest stocks on the Swiss equity market. Equities Germany The module invests in German blue chips from the DAX Index as well as in medium-sized companies listed on the MDAX. Focus is placed on companies that have a strong market position and attractive earnings growth potential. Equities Eurozone Investments focus on equities of the EURO STOXX 50 with the possible additional purchase of euro-denominated equities from the STOXX Europe 600. The aim is to generate a return that outperforms the EURO STOXX 50 Total Return over the medium term through a sector-specific allocation and stock selection. Equities USA Focus is placed on equities of the S&P 100 with the possible additional purchase of equities from the S&P 500. Both indices include the largest companies in the USA in terms of market capitalisation. The objective is to outperform the S&P 100 Total Return Index over the medium term through a sector-specific allocation and stock selection. Equities Global The module invests in global equities of companies with the aim of having a positive impact on the economy, society and the environment. The focus is on the sustainable development of economic and living spaces as well as relevant megatrends, e.g. new mobility. Bonds CHF/EUR/USD The Bonds module invests directly in bonds with an investment-grade rating and is available in the currencies CHF, EUR and USD. Where appropriate opportunities arise, bonds with a high-yield rating can also be held up to a maximum weighting of 20% (in foreign currencies, if necessary), whereby these investments are made exclusively via ETFs. Bonds (ETF) CHF/EUR/USD The Bonds (ETF) module invests exclusively via ETFs and is available in the currencies CHF, EUR and USD. Where appropriate opportunities arise, bonds with a high-yield rating can also be held up to a maximum weighting of 20% (no foreign currencies), with these investments also being made exclusively via ETFs. Crypto* The module invests in digital assets and aims to generate long-term asset growth. Focus is placed on established tokens with medium to high market capitalisation. The selection is based on fundamental and chart technical analysis. Private Equity The product from Partners Group, which is included in the module, enables promising cross-cycle investment activity by means of active portfolio management and a combination of direct, primary and secondary investments. Venture Capital The «Redalpine Summit Fund», the investment vehicle behind the focus module, contains a broadly diversified portfolio with selected company holdings. Commodities The module invests in commodity sectors or individual commodities by means of ETCs and certificates. The objective is to generate a return that outperforms the Constant Maturity Commodity Index (CMCI) over the medium term by selectively overweighting or underweighting sectors. *Please note that due to German regulatory requirements we are unable to provide the crypto service (Crypto focus module) named in this brochure to our clients domiciled in Germany.