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.

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