Home > 3rd pillar investment solutions > Self-management investment solutions

Self-management investment solutions

Manage your own pension assets

Through Liberty Pensions you can invest your pillar 3a pension assets in securities and improve the performance potential over that of a normal account solution. You can buy and manage all the investment 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

  1. Select the investment category
  2. Determine your investment profile (risk check)
  3. Compare the investment products
  4. Put together your investment portfolio and compare it with the benchmarks. You can create several portfolios.
  5. Record and save your investment portfolio under MyPortfolio. You can login at a later date and see how your portfolio would have performed over the period.

 

How to create your investment portfolio

6. Open a 3a retirement savings account with Liberty and create your portfolio.
 

Select an investment category

For all investors:
BVG Fund Invest from CHF 1

  • More than 55 legally-compliant invest-ment funds from all authoritative Swiss banks and fund providers.
  • You can place 5 investment funds in your portfolio.

Select now

For experienced investors:
Multi Fund Invest from CHF 250,000

  • Over 70 specialty funds (equities, bonds, ETFs, real estate)
  • Unlimited number of investment funds per portfolio
  • The overall portfolio must comply with the BVV2/OPP2 ordinance.

Select now

Do you have any questions?

We would be pleased to help you.

 

+41 58 733 03 22

E-Mail