Stocks

Higher potential returns

When you buy stocks, you are not just participating in a company, you are gaining a security with high potential returns. The prerequisite: you are able to invest in the long term and accept fluctuations on the market.

At a glance

  • Eleven different portfolios for long-term capital gain combined with risk diversification
  • Professionally managed stock investments with an active or passive investment style
  • The Zurich Investment Foundation’s investments are broadly diversified in stocks in first-rate companies
  • Our asset management process is structured and independent – this means we can find the best asset managers for you and meet all relevant compliance requirements. You benefit from attractive conditions

In detail

Do you have an opportunity to invest some of your assets in the long term, and are you looking for higher returns than on your existing investments? If the answer is yes, then invest in stocks. However, these attractive portfolio returns do come at higher risk. The Zurich Investment Foundation invests in first-rate companies, with broadly diversified investments, and active and passive investment styles.

The benefits of stocks

  • The Zurich Investment Foundation offers 11 different portfolios for long-term capital gain combined with risk diversification: these include, for example Equity Switzerland and Equity Japan
  • Compared to bonds, stocks offer the highest potential return on your investment in the long term, but you do have to accept fluctuations in the market.
  • Stocks are suitable for long-term investments – so the fluctuations balance out over time
  • Profit sharing in the form of dividends – distribution or reinvestment
  • Highly flexible, because you can buy and sell stocks at any time

Active and passive investment styles

  • Stock investments with an active investment style: The Zurich Investment Foudation’s investments are broadly diversified in stocks and other equity papers for first-rate companies that can profit from current market developments The goal is to exceed the benchmark in the long term
  • Stock investments with a passive investment style: The Zurich Investment Foudation invests in stocks and other equity papers that are part of a benchmark. An example: the Equities Switzerland (Index) investment group aims to map the performance of the benchmark (Swiss Performance Index) as accurately as possible

Good to know

  • Zurich Invest Ltd, which manages over CHF 16 bn and is controlled 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 offers 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 all relevant compliance requirements
  • The Zurich Investment Foudation 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

Do you want to invest long-term and secure capital gains? We would be glad to advise you.

Request advice

Call 044 628 78 88