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Investment funds for pillar 3a & vested benefits

Around 60 investment funds and ETFs, four strategy funds and selected thematic funds for pillar 3a and vested benefits.

More potential for your retirement savings

Simply choose an investment strategy or tailor your retirement investments to your individual needs: Founders Bank gives you access to one of the broadest investment universes in the Swiss pension market.

Around 60 funds and ETFs. Four strategy funds. Selected thematic funds.

Versatile investment solutions for every need

Benefit from one of the broadest investment universes in Switzerland. We offer a wide range of investment opportunities – from strategy funds and thematic funds to ETFs. Find the investment strategy that best matches your needs and goals.

Simple, broad diversification

Four strategy funds for different risk profiles.

Benefit from four strategy funds offering globally diversified investment solutions with different equity allocations. Tailored to your risk profile and investment horizon, these funds allow you to optimise your pension assets in pillar 3a or a vested benefits account. Developed and managed by our experts, they are an ideal choice for combining long-term stability with growth potential.

Invest selectively in long-term themes

Thematic funds provide targeted exposure to selected long-term trends. The current offering includes themes such as demographic change, automation and robotics, healthcare innovation, digitalisation, clean energy and blockchain.

 

Professional support

Shape your investments according to your individual needs. With a broad selection of low-cost ETFs, we provide the building blocks for your personal investment strategy. Our experienced advisors help you align your portfolio with your goals and preferences – for a solution as individual as you are.

 

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More choice. Still simple.

More choice should not mean more work. With Vorsento, you can select and manage your investments digitally. If you prefer a simple solution, start with one of the four strategy funds. If you want greater flexibility, you can access the broader investment universe.

Strategy funds compared

Choose from four cost-efficient, broadly diversified investment strategies. Your selection forms your core strategy, which you can complement to suit your needs.

Strategy 10

The fund aims to achieve moderate real growth of the assets under management.

It is suitable for conservative investors whose priority is to preserve the real value of their invested capital while benefiting from additional return potential, and who are looking for a globally diversified portfolio. On average, 10% of the fund is invested in equities.

Strategy 25

The fund aims to achieve growth of the assets under management in line with the market.

It is suitable for income-oriented investors whose priority is above-average growth of the invested capital and who are looking for a globally diversified portfolio. On average, 25% of the fund is invested in equities.

Strategy 45

The fund aims to invest the assets under management dynamically.

It is suitable for capital-growth-oriented investors who seek above-average returns over the long term, while remaining aware of the risks associated with market fluctuations, and who are looking for a globally diversified portfolio. On average, 45% of the fund is invested in equities.

Strategy 100

The fund aims to invest the assets under management dynamically.

It is suitable for capital-growth-oriented investors who seek above-average returns over the long term, while remaining aware of the risks associated with market fluctuations, and who are looking for a globally diversified portfolio. Up to 100% of the fund may be invested in equities.

 

Thematic funds – invest in future trends

Expand your portfolio with thematic funds and invest in forward-looking sectors that reflect your interests and values. These funds enable you to invest specifically in high-growth areas that support your long-term investment goals and allow you to benefit from the opportunities of the future.

Thematic funds

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Ageing population

Demographic change and increasing life expectancy are creating new opportunities in areas focused on the needs of an ageing population. This thematic fund invests in companies offering innovative solutions to address the challenges of demographic change and benefit from growing demand for age-related products and services.

ISIN: IE00BYZK4669
Factsheet

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Automation & robotics

Automation and robotics are transforming industry and opening up new opportunities for investors. Particularly in environments that are dangerous or difficult for people to access, robots and automated processes can deliver significant efficiency gains. This fund enables you to participate in the rapid growth of the automation sector.

ISIN: IE00BYZK4552
Factsheet

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Healthcare innovation

Healthcare innovation gives investors access to companies around the world that are driving forward-looking developments in the healthcare sector. Growing demand for healthcare services in developed and emerging markets enables you to benefit from the growth potential created by demographic and technological change.

ISIN: IE00BYZK4776
Factsheet

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Digitalisation

Digitalisation is transforming almost every aspect of our lives – from work and communication to entertainment. Invest in the companies driving digital transformation and benefiting from increasing connectivity and automation.

ISIN: IE00BYZK4883
Factsheet

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Clean energy

With global climate change, renewable energy is key to the future. Invest in the growth potential of the clean energy sector in developed and emerging markets while contributing to addressing one of the greatest challenges of our time.

ISIN: IE00B1XNHC34
Factsheet

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Blockchain

Blockchain technology is far more than just the foundation of cryptocurrencies – it creates new possibilities for secure, transparent transactions and data processing. Benefit from the disruptive potential of this forward-looking technology.

ISIN: IE00BGBN6P67
Factsheet

Individual investment strategy

Pillar 3a

For experienced investors, we offer a wide range of carefully selected, cost-efficient investment products, allowing you to build your personal portfolio according to your preferences. Contact us for a free consultation.

 

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Vested benefits account

For investors with vested benefits assets of at least CHF 500,000, we offer the option of building an individual portfolio of investment funds according to your preferences. When your assets are paid out, you can also benefit from transferring the securities to your private custody account, provided they can be held by private investors. Contact us for a free consultation.

The investment regulations of the vested benefits foundation form the basis for a fully individual strategy: Investment regulations (PDF)

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