Self-management investment solutions
Manage your own pension assets
With Liberty Pensions you can invest your vested termination benefits and extra-
mandatory pension assets (Flex solution) in securities and improve your performance potential over that of a normal account solution. You can buy and manage all the in-vestment solutions presented here directly, with no need for an asset management mandate. Create your virtual investment portfolio and compare it with a benchmark index.
How to create your investment portfolio
- Select the investment category
- Determine your investment profile (risk check)
- Compare the investment products
- Put together your virtual investment portfolio and compare it with benchmark indexes. You can create several portfolios.
- Record and save your investment portfolio under myPortfolio. You can login again at a later date and see how your portfolio would have performed over time.
How to create your investment portfolio
6. Open a vested benefits account with Liberty and create your portfolio.
Select an investment category
For all investors:
BVG Fund Invest from CHF 1
- More than 60 BVG/LPP-compliant investment funds from all authorita-tive Swiss banks and fund providers.
- You can place 5 investment funds in your portfolio.
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