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Investment saving is a clever alternative to a traditional vested benefits account. It offers good performance opportunities for your pension assets since it is possible to structure your occupational benefit scheme more individually and more dynamically. As the insured you are also involved in determining the way in which your pension assets are invested.
The vested benefits solution worked out by Helvetia Insurance in collaboration with Helvetia Investment Foundation and the Swisscanto Vested Benefits Foundation enables you as the beneficiary to enjoy direct participation in the developments in the economy and on the financial markets. You are involved in determining how your pension assets are invested and in exploiting the opportunity for a higher yield.
This investment is particularly aimed at beneficiaries who, in comparison to the holders of vested benefits accounts (fixed interest over the whole term), are interested in a long-term higher earning potential and therefore would not like to miss out on a more broad diversification. The LOB-Mix investment group that is reserved for institutional investors only and conforms with the Ordinance on the Occupational Old-Age Survivors' and Disability Benefit Plans (OOB2) has the following composition as a fund of funds construct.
Please note that there are yield and exchange rate risks associated with investment saving. It is important to weigh up these risks carefully as they are borne in full by the beneficiary.