in combination with an Invest Savings 3 account
As well as appreciating a well-balanced investment, you consider opportunities for returns and continuity of earnings to be of equal importance and are prepared, therefore, to accept fluctuations in performance for the sake of a higher return on your retirement assets.
- The conventional BVG-Mix investment vehicle, BVG-Mix 25 Plus pursues a benchmark-oriented approach with a strategic equity allocation of 25%.
- Here, the portfolio's equity allocation is kept within a specific range to take account of your “equitable” 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 equitable 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.