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 Max100 (Risk Level 6 - Capital gains)

Individual strategies:

• Compare over 55 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