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Investment Objective- Risk Capability
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- Experience with Investments
- Investment Objective
- Risk CapabilityRisk Capability
- Risk Awareness
- Experience with Investments
Investment objective
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Risk Capability
Age
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Investment time horizon
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Monthly savings amount
How much money can you put on the site each month? (Deposits in CHF on savings accounts incl. 3a & 3b)
BackThank you for submitting your application.
Thank you for submitting your application. Based on the specified criteria, we regret to inform you that we are unable to provide you with a pension plan at this time. However, one of our sales representatives will promptly get in touch with you to identify a product that aligns better with your requirements.
The ideal offer for you is:
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Based on our risk analysis, the {{selectPackage}} package is a perfect fit for you!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of funds | Swiss Life Dynamic Elements Portfolio Global Equity | global, consisting of ETFs & institutional funds (lower pricing) | No | 25% | No | 6.9% | 4.62% p.a. | 7.63% p.a. | 0.47% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Certificate | Certificate on ISHARES CORE SPI ETF | Replication of the SPI (Swiss Performance Index) | Yes | 100% | No | 2.15% | n/a | 4.28% p.a. | 0.22% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equityfunds | Pax (CH) Fonds Portfolio 100 ALV T | global | Yes | 70-100% | No | 6.44% | 6.73% p.a. | 5.07% p.a. | 1.40% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Index participation | Baloise ESG Global Multi Asset VT5 Index mit 3 % Cap | global, Share index CH, EU, USA & Japan (ESG) | Yes | n/a | Yes | n/a | n/a | 3.58% p.a. | keine | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| ETF | Zurich Carbon Neutral World Equity Fund | Industrialised countries Large & mid-cap companies | Yes | 100% | Yes | 13.53% | n/a | n/a | 0.72% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of funds | Swiss Life Dynamic Elements Portfolio Global Equity | global, consisting of ETFs & institutional funds (lower pricing) | No | 50% | No | 6.9% | 4.62% p.a. | 7.63% p.a. | 0.47% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | UBS Suisse 65 Q-dist | Shares, bonds mainly from CH | No | 65% | No | 5.61% | n/a | 4.76% p.a. | 1.06% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Strategiefonds | Target Inv. Fund 45 CHF B | global | No | 45% | No | 5.6% | -0.85% p.a. | 2.69% p.a. | 1.25% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | MULTI INDEX 50 | global | No | 50% | No | 4.3% | -0.4% p.a. | 2.2% p.a. | 0.27% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of funds | Swiss Life Dynamic Elements Portfolio Global Equity | global, consisting of ETFs & institutional funds (lower pricing) | No | 75% | No | 6.9% | 4.62% p.a. | 7.63% p.a. | 0.47% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | Anlageplan 75 | global | No | 75% | No | 7.36% | 1.24% p.a. | 4.63% p.a. | 1.20% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | Generali Index Serie 75 | global | No | 70% | No | 5% | 2.2% p.a. | n/a | 0.27% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of funds | Swiss Life Dynamic Elements Portfolio Global Equity | global, consisting of ETFs & institutional funds (lower pricing) | No | 100% | No | 6.9% | 4.62% p.a. | 7.63% p.a. | 0.47% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | UBS (CH) Investment Fund - Equities Switzerland Passive All | Index funds on SPI | No | 100% | No | 5.9% | n/a | 8.03% p.a. | 0.17% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | UBS (CH) Investment Fund - Equities Global Passive | Index funds global (ex CH) | No | 100% | No | 12.7% | n/a | 9.14% p.a. | 0.24% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | iShares Swiss Dividend ETF | 100% shares, global (CH overweighted) | No | 100% | No | 9.59% | 6.66% p.a. | 11.14% p.a. | 0.15% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | MULTI INDEX 100 | global | No | 100% | No | 5.5% | 4.7% p.a. | 6.4% p.a. | 0.27% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
| Type of fund | Name of the investment | Asset-Allocation | Guarantee | Equity ratio | ESG | YTD | Average performance 3 years | Average performance 5 years | Costs/TER | |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfoliofonds | UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-acc | global | No | 100% | Yes | 11.6% | n/a | 9.06% p.a. | 0.23% | Download |
*Some fees may apply, you can find details in the table above
*Estimate is based on historical data and not a guarantee of future returns!
