Financial company LSEG, previously Refinitiv and Thomson Reuters, has run the Lipper Fund Award for over 30 years. The independent institute analyses fund providers from all over the world and recognises the best investment funds every year. In 2024, strategy fund Valiant Helvétique Conservative won the LSEG Lipper Fund Award Switzerland twice: it was nominated best fund in the «Mixed Asset CHF Conservative Fund over 3 years» and «Mixed Asset CHF Conservative Fund over 5 years» categories.

This distinction underscores Valiant’s investment skills over the long term. In 2021, Valiant also won this renowned award for the strategy fund Helvétique Dynamic.

Proven Helvétique investment strategy
The Helvétique strategy fund line is Valiant’s flagship and it stands out through its clear focus on diversity, quality and long-term orientation. To optimise the risk/return ratio, it invests in convertible bonds, real estate and gold in addition to traditional asset classes such as bonds and equities. Other characteristics include the focus on the defensive Swiss domestic market and consistent hedging of foreign currency risks. The Valiant Helvétique line is available for different risk characteristics and open for smaller investments. This enables clients to participate in the financial markets in a diversified, efficient and risk-appropriate way. Investment can be made from free assets and as part of pension provision.

Further information is available in the document (in French and German) «Valiant Strategiefonds» at valiant.ch/dokumente and valiant.ch/valiant-fonds.