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Helvetia Fondskonto

Fund account. Accumulate capital with investment funds.

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Book your consultation now
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With a fund account you can accumulate capital in a targeted way over the long term, without any insurance coverage and even with small monthly contributions. Put together your personal fund savings plan and benefit from attractive potential returns with the investment funds that are right for you.
Invest flexibly in first-class investment funds
Professional fund management
As a fund account 3a/3b or a vested benefits account
Who is a fund account suitable for?
For young adults
  • Start with small contributions. If you have some money left over, you can make additional payments on a flexible basis
  • Build up long-term capital
  • Stay flexible – withdrawals are possible
For families
  • Provide for your old age with a focus on earnings
  • Save for your children's education with specific targets in mind
  • Optimize your asset growth
Rabatt Hausrat, Privathaft, Reise und Rechsschutz
For grandparents and godparents
  • Give your grandchildren a nest egg
  • Invest the savings in funds
  • Save for your godchild with a focus on earnings
For home owners
  • Financing residential property with regular savings deposits
  • Save on taxes via indirect amortization of your mortgage
For pension planning
  • Participate in the stock markets with an individual fund portfolio
  • Flexible withdrawal option if required during retirement

Current range of Helvetia funds

In addition to the exclusive Helvetia Allegra funds, you can choose from other first-class investment funds from various well-known fund providers. All funds are managed by a professional fund management team.

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Contact & advice.
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A free consultation without obligation
A personal pension analysis and insurance proposal
Over the phone, in your home or at an agency close to you
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