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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