Multi Fund Invest
The versatile investment solution for experienced investors
- Compare over 75 specialty funds (equities, bonds, real estate or alternative investments), which are periodically reviewed and selected according to the best-in-class approach.
- Unlimited number of products per portfolio.
- The overall portfolio must comply with both statutory BVV2/OPP2 and regulatory. When you put together your portfolio, Compare Invest automatically checks compliance with investment guidelines.
- Minimum pension assets: CHF 250,000
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