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Fund account

Helvetia Fund account
Helvetia Fund account

With a Helvetia fund account you can save individually and invest your money in line with your budget. In doing so, you deliberately forego insurance coverage and enjoy attractive potential yields thanks to first-rate fund investments.

  • Save and invest flexibly
  • Optimized yields thanks to the waiving of insurance coverage
  • Professional fund management
  • First-rate investment funds from renowned fund providers
  • Switch funds free of charge up to three times a year
  • Additional contributions, partial withdrawals and cancellation of the contract possible at any time

The financing is through regular payments or with a one-off investment. To remain flexible, additional deposits and partial withdrawals are possible at any time.

If you also require customized insurance coverage, the Helvetia Performance Plan offers interesting solutions.

Further information

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