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Helvetia Fondskonto

Fund account

With a Helvetia fund account you can invest your money in funds flexibly and in line with your budget. You consciously forego insurance protection but can take advantage of attractive potential returns.
A flexible way to build up assets
First-class investment funds of well-known fund providers and banks
Professional fund management
Switch funds free of charge up to three times a year
Additional contributions, partial withdrawals and cancellation of the contract possible at any time
Available as a 3a and 3b retirement savings account or as a vested benefits account

Invest money and save with a fund account?

With a fund account you can invest your money flexibly in first-class funds that you can freely choose yourself. Depending on your budget and investment goal you can make regular or one-off contributions to your account. Suitable for

  • long-term, return-oriented old-age pensions
  • flexible saving and investing with attractive market opportunities
  • long-term saving for children

A brief guide to the fund account

Information on the current range of funds

Advisory meeting

Helvetia can help you find the best-possible solution to finance your retirement.

Fund account – the solution to match your needs

Save and realize your dreams

Even with just small monthly investments you can use the attractive range of selected investment funds to realize your dreams.

Invest money

Place your money in an investment fund that suits you and secure long-term, attractive potential returns.

Be financially independent

Systematic saving means you will have adequate financial means at your disposal even after your retire.
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