Invest at your own pace

100% savings, zero stress

Your profile
You want to safeguard your capital long-term, without taking any risks. For you, safety comes first.

Our approach
We can help you with a simple, stable solution: a fixed-interest investment in Swiss francs. Your money stays safe, while steadily growing.

What is a fixed-rate investment?
This is an investment offering a predefined and stable return over a given period. Examples: a 100 % savings account, a term deposit, etc.

Safety first, with a touch of dynamism

Your profile
Your top priority is protecting your capital, but you’re willing to accept a small amount of risk for potentially higher returns. With up to 20% invested in equities, you achieve the right balance between stability and opportunity.

Our approach
We invest your capital in diversified index funds that closely track market trends and fully incorporate Environmental, Social and Governance (ESG) criteria. Each year, the strategy is re-evaluated according to precise criteria and under the supervision of the Foundation Board.

Your advantages
– Strategy tailored to your risk profile
– Funds incorporating ESG criteria
– Competitive fees

What is an index fund?
An index fund is an investment product that tracks the performance of a stock market index, such as the S&P 500. It’s a simple and hassle-free way to invest.

A happy medium between stability and performance

Your profile
You’re looking for a compromise between safety and return. With up to 35% invested in equities, you’re willing to accept slight volatility in order to aim for more sustained growth, while maintaining a solid base with fixed-rate investments and foreign currencies.

Our approach
We invest your capital in diversified index funds that closely follow market trends and fully incorporate environmental, social and governance criteria. Each year, the strategy is re-evaluated according to precise criteria and under the supervision of the Foundation Board.

Your advantages
– Strategy tailored to your risk profile
– Funds incorporating ESG criteria
– Competitive fees

What is an index fund?
An index fund is an investment product that tracks the performance of a stock market index, such as the S&P 500. It’s a simple and hassle-free way to invest.

An ambition for medium or long-term growth

Your profile
You are aiming for performance over the medium and long term. With up to 55% invested in equities, you’re prepared to accept fluctuations to unlock higher potential returns. Your portfolio also includes foreign currencies to further diversify your investments.

Our approach
We invest your capital in diversified index funds that closely track market trends and fully incorporate Environmental, Social and Governance (ESG) criteria. Each year, the strategy is re-evaluated according to precise criteria and under the supervision of the Foundation Board.

Your advantages
– Strategy tailored to your risk profile
– Funds incorporating ESG criteria
– Competitive fees

What is an index fund?
An index fund is an investment product that tracks the performance of a stock market index, such as the S&P 500. It’s a simple and hassle-free way to invest.

Maximising your potential over the long term

Your profile
With up to 75% invested in equities, you are aiming for high performance and accept market fluctuations. Your portfolio features significant exposure to equities and foreign currencies, providing you with access to extensive investment opportunities.

Our approach
We invest your capital in diversified index funds that closely track market trends and fully incorporate Environmental, Social and Governance (ESG) criteria. Each year, the strategy is re-evaluated according to precise criteria and under the supervision of the Foundation Board.

Your advantages
– Strategy tailored to your risk profile
– Funds incorporating ESG criteria
– Competitive fees

What is an index fund? 

An index fund is an investment product that tracks the performance of a stock market index, such as the S&P 500. It’s a simple and hassle-free way to invest.

Aim for the highest returns over the long term

Your profile
You’re aiming to maximise your long-term profits by accepting higher risk. With up to 95% invested in equities, your portfolio will consist mainly of equities and foreign currencies. This profile gives you access to a wide range of investment opportunities, in line with defined standards.

Our approach
We invest your capital in diversified index funds that closely track market trends and fully incorporate Environmental, Social and Governance (ESG) criteria. Each year, the strategy is re-evaluated according to precise criteria and under the supervision of the Foundation Board.

Your advantages
– Strategy tailored to your risk profile
– Funds incorporating ESG criteria
– Competitive fees

What is an index fund?
An index fund is an investment product that tracks the performance of a stock market index, such as the S&P 500. It’s a simple and hassle-free way to invest.