Our in-house funds
Banque de Luxembourg offers a comprehensive range of wealth management and thematic investment funds managed by BLI – Banque de Luxembourg Investments. Our disciplined investment approach, rigorously applied for nearly 20 years, steers clear of passing 'fads’ and is based on sustainable principles.
Considered and resolutely active management, based on solid experience, simple principles, proven expertise and a longstanding team. Guy Wagner, Chief Investment Officer of BLI – Banque de Luxembourg Investments
Discover our in-house funds
BL Global 30 - Balanced fund
Defensive strategy
- Aims to preserve capital over the long term
- Reduced volatility
- Invests in equities, bonds and money market instruments with the potential to invest in precious metals
- Equity allocation varies between 15% and 45%
- At least 5% of assets are invested in sustainable assets
BL Global 50 - Balanced fund
Conservative strategy
- Aims to generate positive medium term returns
- Moderate volatility
- Invests in equities, bonds and money market instruments with the potential to invest in precious metals
- Equity allocation varies between 30% and 70%
- At least 5% of assets are invested in sustainable assets
BL Global 75 - Balanced fund
Dynamic strategy
- Aims to generate capital gains
- Lower volatility than the equity markets
- Invests in equities, bonds and money market instruments with the potential to invest in precious metals
- Equity allocation varies between 50% and 100%
- At least 5% of assets are invested in sustainable assets
BL Global Equities
Growth strategy
- Aims to generate capital gains over the long term
- An active, long-term strategy based on solid convictions
- Invests in high-quality companies listed on global equity markets and with a solid, sustainable competitive advantage
- At least 30% of assets are invested in sustainable assets
An active, conviction-based approach
UNDERSTANDING
We invest in companies with a clear business model and transparent balance sheet
QUALITY
We only select high-quality companies with a distinct competitive advantage
REASONABLE VALUATION
We only invest in assets at a reasonable valuation
The securities referred to may cause the investor to incur significant risks and may not be appropriate for all investors. Such risks include market risks, high volatility, credit risk, liquidity risk and interest-rate risk. There is no guarantee that the securities described in this document will achieve their investment objectives. Past performance is no indication of future returns. The Bank shall not be held liable for the future performance of these securities. Potential investors must ensure that they understand the risks of investing in such products and should only take an investment decision after giving careful consideration, together with their professional advisers, to the appropriateness of this investment to their specific financial situation, particularly with regard to legal, tax and accounting aspects. This information is provided solely for guidance and there is no guarantee of its completeness.
Delegate the management of your portfolio to our specialists
You can subscribe to our investment funds directly or via a BL-Expert discretionary mandate. Managed by a team of specialists, your portfolio will be adjusted to best reflect your investor profile.
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