BVG Fund Invest

Standard strategies:

 

Champs - The worry-free investment solution

  • The best 3 investment target funds per risk level are compiled for you on the basis of quantitative criteria.
  • The rule-based strategy is reviewed annually.
  • The necessary transactions are carried out free of charge and without your intervention.
  • Minimum pension assets: CHF 1

Champ Max25   (Risk Level 2 - Conservative)

Champ Max40   (Risk Level 3 - Balanced)

Champ Max60   (Risk Level 4 - Dynamic)

Champ Max80   (Risk Level 5 - Growth)

Champ Max85   (Risk Level 6 - Capital gains)

 

Individual strategies:

  • Compare over 65 BVG/LPP-compliant investment funds from all authoritative Swiss banks and fund providers.
  • Based on your investment profile, you can include up to 5 investment funds in your portfolio.
  • The shares in the 5 investment funds must not exceed 95% altogether.
  • Minimum pension assets: CHF 1

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Do you have any questions?

We would be pleased to help you.

 

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