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Compared with a Savings 3 account, saving in securities offers a
higher potential return over the long term.
The investment timeframe for retirement
provision is by
nature long term.
Individual investment strategy
 Swisscanto BVG 3 Portfolio 10
This fund pursues
a cautious, conservative
investment strategy. Swisscanto BVG 3 Portfolio
25
This
fund pursues a balanced investment strategy which also seeks to achieve capital gains on the equity
investments. Swisscanto
BVG 3 Portfolio 45
The investment strategy is geared towards asset growth. Larger
fluctuations in value must therefore also be expected.
Benchmarked
portfolio strategy Swisscanto
BVG 3 Index 45
The investment fund seeks to replicate as closely as possible the
performance of the respective benchmarks.
Sustainable
investing Invest in companies and debtors who adhere to the basic principles of
environmental and social sustainability. Swisscanto
BVG 3 Oeko 45
The investment strategy is geared towards asset growth. Larger fluctuations
in value must therefore also be expected.
System-based
goal achievement A process of dynamic switching takes place in this pension provision
fund. The proportion of equities is gradually reduced to 0% by the time the target date is reached.
Swisscanto
BVG 3 Life Cycle 2015
From 2005 the proportion of equities will be gradually reduced
from 45% to 0% by 2015. Swisscanto
BVG 3 Life Cycle 2020
From 2010 the proportion of equities will be gradually reduced
from 45% to 0% by 2020. Swisscanto BVG
3 Life Cycle 2025
From 2015 the proportion of equities will be gradually reduced
from 45% to 0% by 2020.
Investing
with capital protection Swisscanto
BVG 3 Capital
Protect 2014
(was closed for subscriptions as of 10 February 2009)
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