Preserve and Grow Your Capital
Bruegger Invest builds resilient portfolios of analogue-world equities, durable compounders, and emerging leaders — now accessible via the new Core Stability Growth Actively Managed Certificate (AMC).
Subscription period ends 31 March 2026 — Planned launch April 2026 (Professional investors only)
Our Investment Strategies
Core Reserve Cash Account
Preserve capital through a disciplined portfolio of analogue world equities. This actively managed strategy focuses on high-quality real-world businesses with durable cash flows and strong balance sheets, designed to provide resilience across inflationary and uncertain regimes while delivering measured long-term growth.
Risk Profile: Low.
For conservative investors seeking stability, robust inflation protection, and steady capital growth through assets with intrinsic value.
Core Reserve Margin Account
Gain flexibility through a dynamically managed portfolio of analogue world equities. The margin structure enables tactical positioning and opportunistic allocation while maintaining a disciplined focus on capital resilience and risk control through volatile market environments.
Risk Profile: Moderate.
For investors seeking enhanced return potential through greater flexibility, combining resilient real-economy exposure with tactical market opportunities.
Core Stability Growth Cash Account
Build wealth with a diversified strategy featuring a permanent dynamic allocation to analogue world equities for resilience against inflation and systemic risks. The portfolio invests in global market leaders with strong cash flow growth and select disruptors poised for expansion.
Risk Profile: Low.
Designed for investors seeking balanced growth, capital preservation, and diversified exposure to established and emerging innovators.
Core Stability Growth Margin Account
Achieve balanced growth with a diversified portfolio anchored by a permanent dynamic allocation to analogue world equities for resilience. Investments in real global market leaders and emerging disruptors are enhanced by margin flexibility, with selective hedging to manage risk and preserve capital.
Risk Profile: Moderate.
Ideal for investors seeking growth, capital preservation, and exposure to established and innovative companies with moderate risk.
Stability Growth Accounts (Moderate Risk)
Stability Growth Cash Account
A focused global equity strategy combining resilient, high-quality compounders with wide economic moats and predictable cash flows, alongside emerging leaders and innovative disruptors positioned for structural growth and strong forward free-cash-flow generation.
Risk Profile: Moderate.
Suitable for investors seeking long-term growth with moderate volatility and a strong emphasis on capital preservation.
Stability Growth Margin Account
ocused global equity strategy combining resilient compounders with wide economic moats and predictable cash flows, alongside emerging leaders and innovative disruptors positioned for structural growth and strong forward free cash flow potential. The margin facility adds flexibility for timely opportunities or tactical hedging to further manage risk.
Risk Profile: Moderate.
Suitable for investors seeking higher growth potential with managed volatility, who value margin flexibility and a focus on long-term returns.