in combination with an Invest Savings 3 account
Although you value stability, you are prepared to accept minor fluctuations in performance for the sake of a higher return on your pension assets.
- The conventional BVG-Mix investment vehicle, BVG-Mix 15 Plus pursues a benchmark-oriented approach with a strategic equity allocation of 15%.
- Here, the portfolio's equity allocation is kept within a specific range to take account of your “cautious” investor profile.
- This pension solution makes broadly diversified investments in the global financial markets; the focus, however, is on investments in Swiss equities, Swiss bonds and real estate.
- Designed with cautious investors in mind.
Thanks to solid performance over the long term and an attractive price-performance ratio, these pension solutions regularly achieve top rankings in the prestigious comparison of competitors conducted by KGAST (Conference of Managers of Investment Foundations).
Due to maintenance work, some systems will not be accessible on Saturday, 23/11/2024. Thank you for your understanding.