Investment products —

Our investment products at a glance

VP Bank Strategy Funds

In VP Bank Strategy Funds we offer you a first-class asset management solution. Even with small amounts to invest you can benefit from VP Bank's broad investment expertise and also from our highly qualified fund management. VP Bank Strategy Funds invest worldwide in the leading asset classes and markets. As well as investing in individual instruments they also use ETFs and actively managed funds on the basis of our tried-and-tested best-manager approach. Meanwhile, foreign currency risks are systematically hedged. Depending on your risk profile you can choose between "Conservative" and "Balanced" strategies. VP Bank Strategy Funds are constantly modified in line with the prevailing market conditions in order to exploit market opportunities to the maximum on your behalf.

VP Bank Thematic Funds

Investors with a long investment horizon should invest parts of their equity portfolio thematically. VP Bank offers thematic funds for this reason. These funds benefit from years of expertise within equity research on thematic investments and individual stock selection.
The investment approach of these thematic funds focuses on key aspects of the economy, such as consumption, industry and infrastructure. The funds focus on mid-cap "pure play" quality stocks, i.e. companies whose revenues are mainly driven by a specific theme.

In addition, we have a flexible and modular thematic approach within these funds. This distinguishes our products from other thematic solutions on the market. In addition, the products meet our high sustainability standards.

VP Bank Risk Optimised ESG Equity Funds

The VP Bank Risk Optimised ESG Equity Fund pursues a systematic investment strategy in which equities from the respective universe are combined into a portfolio that offers an optimal risk/return ratio. In addition, the fund follows VP Bank's sustainability approach: companies with poor ESG ratings or with business activities that violate internationally recognized standards are excluded from the universe. The average rating of the fund may not be lower than the benchmark of its benchmark index.

What you should know about medium-term notes

• Cash bonds are an ideal, secure investment for risk-conscious investors, and can be purchased at any time.
• The rate of interest is fixed at the time of purchase and remains unchanged throughout the term.
• These can be selected between two and ten years.
• Denomination CHF/EUR/USD 1,000 or multiples thereof
• Interest is paid annually, at the date of maturity.
• VP Bank makes no charge for administering medium-term notes in a custody account.

The rates given are only indicative and not legally binding.

In addition to funds, we implement certain investment ideas via structured products. Thanks to this approach, we can offer our clients tailored solutions such as equity baskets. Like funds and ETFs, such products track the performance of equities, commodities and other investments.

For execution and structuring, we rely on a broad network of established and solid partners. Besides selecting the right partner, we focus on the optimal design and, in the case of actively managed structured products, also on the selection of the assets contained therein.