How does True Wealth select the investment instruments?
We use only ETFs and index funds to implement client portfolios. In doing so, we pay attention to low fees, sufficient liquidity and tax efficiency (which primarily results from the fund domicile). We also make sure to avoid unnecessary foreign currency transactions by favoring the trading currency CHF (provided that the other key aspects are optimized). We are independent in the selection of investment instruments and have no business relationship with any particular provider.
Find out more about what you should look for when choosing ETFs in our video podcast.
More questions in "Investment process"
I have opened an account. What is the next step?How does True Wealth determine my risk tolerance?Can I invest in individual stocks with True Wealth?How frequently does rebalancing take place?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I use ETFs other than the ones suggested?Can the investment universe, whether global or sustainable, be changed retroactively?Is securities lending excluded?Why does my portfolio return differ from the multi-asset benchmark?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?What happens to my investment mix when I deposit money?
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