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Investment solutions with a 3a savings acount BVG-Mix 40 Plus

in combination with an Invest Savings 3 account

Defensive striker
BVG-Mix 40 Plus

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.
Our success is your gain in the form of bigger returns

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).

Further information
Factsheet (in German) BAP - BVG-Mix 40 Plus R pdf - 371 KB
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Investment funds with a life insurance
BVG-Mix Dynamic Allocation 0-40