Core Stability Growth

Gold serves as a bedrock of stability, maintaining value during economic uncertainty, as reinforced by Basel III’s recognition of physical gold as a Tier 1 asset and the de-dollarisation efforts of BRICS+ nations. In contrast, equities in innovative companies offer significant growth potential, capitalising on technological and economic advancements.

This combination mitigates risks associated with market volatility while capturing the upside of high-growth sectors. By integrating gold’s resilience with equities’ dynamism, Bruegger Invest’s Core Stability Growth accounts provide a diversified strategy that balances security and opportunity, ensuring robust returns over the long term.

Innovative companies in sectors such as technology, healthcare, and renewable energy are at the forefront of economic progress, generating substantial free cash flow to fuel expansion and shareholder value. These firms leverage cutting-edge advancements to capture market share and drive profitability.

The chart above illustrates the superior free cash flow growth of the Nasdaq 100, a tech-heavy index, compared to the broader S&P 500 from 2003 to 2025. By focusing on such high-growth equities, Bruegger Invest’s Core Stability Growth accounts position clients to benefit from the transformative potential of innovation.

Our investment process begins with fundamental analysis to identify equities with strong free cash flow growth and competitive advantages in innovative sectors. We prioritise companies with sustainable business models and robust financial health, ensuring resilience in dynamic markets.

Gold’s inclusion as a portfolio hedge mitigates downside risks, providing stability during market corrections. This disciplined approach ensures that our Core Stability Growth accounts deliver consistent returns while safeguarding capital, aligning with our commitment to long-term client success.