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dynamic-allocation

BVG-Mix Dynamic Allocation 0-40

in combination with an Invest Savings 3 account

Defensive Midfielder

BVG-Mix Dynamic Allocation 0-40

You attach importance to stability. At the same time, you want to benefit from the opportunities presented by the equity markets:

  • With the innovative investment vehicle, BVG-Mix Dynamic Allocation 0-40, private investors invest primarily in Swiss bonds, real estate and equities.
  • The dynamic structure of the fund allows the investor to respond more flexibly to any market trends occurring during the calendar year: During longer upward trends, opportunities presented by the financial markets are exploited to the full, while losses incurred during lengthier downturns can be limited.
  • Designed with equitable investors in mind. 

Explanation video (in German)

Further information

Factsheet (in German)
BAP - BVG-Mix Dynamic Allocation 0-40 R Download   PDF
BAP - BVG-Mix Dynamic Allocation 0-40 R
Download   PDF
Folder (in German)
Anlagen für die private Vorsorge und Freizügigkeit Download   PDF
Anlagen für die private Vorsorge und Freizügigkeit
Download   PDF
Investing in funds that match my pension needs.