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 40 Plus pursues a benchmark-oriented approach with a strategic equity allocation of 40%.
• 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.