- 1 || finalStep == 4) ? completedStep(1) : step(1)]">
Investment Objective
- 2 || finalStep == 4) ? completedStep(2) : step(2)]">
Risk Capability
- 3 || finalStep == 4) ? completedStep(3) : step(3)]">
Risk Awareness
- 4 || finalStep == 4) ? completedStep(4) : step(4)]">
Experience with Investments
- 1 || finalStep == 4) ? completedStep(1) : step(1)]">Investment Objective
- 2 || finalStep == 4) ? completedStep(2) : step(2)]">Risk CapabilityRisk Capability
- 3 || finalStep == 4) ? completedStep(3) : step(3)]">Risk Awareness
- 4 || finalStep == 4) ? completedStep(4) : step(4)]">Experience with Investments
Investment objective
What is your investment objective?
Risk Capability
Age
How old are you?
Investment time horizon
How long can you invest your money?
Monthly savings amount
How much money can you put on the site each month? (Deposits in CHF on savings accounts incl. 3a & 3b)
Investment discipline
They suffer a temporary loss of 15%. How do you react?
Thank 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!
