Mandate Invest with investment funds

Asset management mandates with fund products

For 3rd pillar pension assets, transparent and favourably-priced fund-based asset management mandates are available.

Thanks to Liberty Pension's open investment platform, nearly all our accredited partner banks and asset managers offer you excellent terms and conditions. Those terms and conditions are normally only available to qualified investors. This advantage should favourably affect performance over the long term. With the support of Liberty's partners, you can thus attune your pension assets with your general financial situation, maximising performance on your retirement savings capital.

Risks in connection with securities investments

Investing in securities only makes sense if you have the necessary capacity for risk and are prepared to take a medium to long-term perspective. Normally, the higher the share of the variable-yield and foreign currency investments, the higher the risk of price fluctuations. You are not entitled to a minimum interest rate or to any asset-value guarantees on the portion of your retirement savings invested in securities. The client alone bears the investment risk.

"Mandate Invest with investment funds" offers you a wide choice of FINMA approved asset managers who can invest and manage your pension assets in the form of collective investment funds.