BVG Mixed Assets and Strategy Funds for Pension Funds

BVG Mixed Assets and Strategy Fund Profiles

Overarching so­lu­tion for pension funds with at­trac­tive conditions

Invest efficiently in accordance with legislation – The Zurich Investment Foundation offers a comprehensive overall solution with strategy funds and BVG mixed assets.

Benefits at a glance

  • An efficient and comprehensive overarching solution for pension funds
  • Six investment solutions: three different strategy fund profiles, three different portfolios for BVG mixed assets
  • Broadly diversified and transparent investments
  • An easy and transparent way to participate in all of the important investment markets
  • Our asset management process is structured and independent – this means we can find the best asset managers for you and meet relevant compliance requirements
  • You benefit from attractive conditions

In detail

The Zurich Investment Foundation offers this comprehensive, overarching solution for pension funds looking for broadly diversified and transparent investments: you can invest your capital efficiently with strategy fund profiles and BVG mixed assets investment vehicles.

Strategy fund profiles

  • These funds invest in Swiss and international stocks, bonds, real estate and alternative investments
  • The Zurich Investment Foundation invests in accordance with the Swiss Federal Occupational Retirement, Survivors’ and Disability Pensions Act (BVG / BVV2)
  • The Zurich Investment Foundation optimizes or increases your yield using various exposures to stocks: profiles range from defensive through balanced to progressive
  • The fund currency is CHF

BVG mixed assets portfolio

  • These investment vehicles invest in Swiss and international stocks and bonds
  • Each has different proportions:
    25% stocks and 75% bonds (BVG Return),
    35% stocks and 65% bonds (BVG Return Plus),
    45% stocks and 55% bonds (BVG Growth)
  • The Zurich Investment Foundation invests in accordance with the Swiss Federal Occupational Retirement, Survivors’ and Disability Pensions Act (BVG / BVV2)
  • The fund currency is CHF

Zurich Invest Ltd investment policy and investment objectives

  • Zurich Invest Ltd chooses the best asset managers for each asset class in accordance with a structured, independent management process
  • Zurich Invest Ltd’s investment objective is to exceed the benchmark in the long term

 

Good to know

  • Zurich Invest Ltd, which manages over 16 bn Swiss Francs and is supervised by the Swiss Financial Market Supervisory Authority (FINMA), represents security and competence – it is a 100% subsidiary of Zurich Insurance Company Ltd. Because it serves as a major investor, it can offer its customers investments at attractive conditions
  • Three investment platforms: Zurich investment foundation, Zurich Invest Institutional Funds (ZIF) and Zurich Invest Luxembourg (ZILUX). Zurich Invest Ltd thus offers both conventional and alternative investment solutions
  • Our asset management process is structured and independent – this means we can find the best asset managers for you and meet relevant compliance requirements
  • The Zurich Investment Foundation also offers the following services to enhance these products: detailed reports about the portfolio, custody account management free of charge, implementation and monitoring of the investment strategy (on request)


Your consultation

Are you looking for a comprehensive, overarching solution to invest your pension fund? We would be glad to advise you.

Request advice

Call 044 628 78 88

Domicile or seat in Switzerland

a) Regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes.


b) Regulated insurance institutions.


c) Public entities and retirement benefits institutions with professional treasury operations.


d) Companies with professional treasury operations.

The requirement of professional treasury operations is met if the investor entrusted at least one qualified and experienced person in the financial sector with managing its financial resources on a permanent basis.