in combination with an Invest Savings 3 account
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.
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).