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).