Self-management investment solutions
Manage your own pension assets
Through Liberty Pensions you can invest your pillar 3a pension assets in securities and improve the performance potential over that of a normal account solution. You can buy and manage all the investment solutions presented here directly, with no need for an asset management mandate. Create your virtual investment portfolio and compare it with a benchmark index.
How to create your investment portfolio
- Select the investment category
- Determine your investment profile (risk check)
- Compare the investment products
- Put together your investment portfolio and compare it with the benchmarks. You can create several portfolios.
- Record and save your investment portfolio under MyPortfolio. You can login at a later date and see how your portfolio would have performed over the period.
How to create your investment portfolio
6. Open a 3a retirement savings account with Liberty and create your portfolio.
Select an investment category
For all investors:
BVG Fund Invest from CHF 1
- More than 55 legally-compliant invest-ment funds from all authoritative Swiss banks and fund providers.
- You can place 5 investment funds in your portfolio.
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