Take advantage of the potential returns on the financial markets and invest your pension assets. Depending on your investment horizon and ability to bear risk, you can choose to invest from 10 to 75 percent of your vested benefits custody account in shares. Real estate investments may also be included in your pension product.
Benefit from the opportunities offered by our actively managed pension products, which invest indirectly in funds and are designed as investment groups of the Swisscanto Investment Foundations. The composition of the fund is determined according to certain criteria, and reviewed and adjusted on an ongoing basis. The costs are therefore somewhat higher in this case than for index-linked securities solutions.
Moderate risk with an equity allocation of 25 %
Medium risk with an equity allocation of 45 %
Significant risk with an equity allocation of 75 %
*The Swisscanto IF Avant BVG Sustainable Portfolio 75 investment group exceeds the equity allocation pursuant to Art. 55 BVV
Low risk with an equity allocation of 15 %
Moderate risk with an equity allocation of 25 %
Medium risk with an equity allocation of 45 %
Significant risk with an equity allocation of 75 %
*The Swisscanto BVG 3 Responsible Portfolio 75 investment group exceeds the equity allocation pursuant to Art. 55 BVV 2. It is only suitable for investors with the corresponding risk capacity and risk appetite. risk of loss is higher compared to conventional pension solutions.
The index-linked managed securities solutions track a previously defined benchmark index, such as the SMI. As this offer reduces the administrative burden for the fund manager, it comes with lower costs. For this reason, index-linked managed pension products are particularly suitable for cost-conscious investors.
Moderate risk with an equity allocation of 25 %
Medium risk with an equity allocation of 45 %
Significant risk with an equity allocation of 75 %
*The Swisscanto (CH) IPF III Vorsorge Fonds 75 Passiv exceeds the equity allocation pursuant to Art. 55 BVV 2. It is only suitable for investors with the corresponding risk capacity and risk appetite. risk of loss is higher compared to conventional pension solutions.