BUILD WEALTH SYSTEMATICALLY AND OVER THE LONG TERM.
Our sustainable fund savings plan with attractive return opportunities
It is often difficult for investors to understand how sustainable an investment really is and how their own investments affect society and the environment.
The ESG criteria
E stands for Environment,
S for Social and
G for good corporate governance
have become established as assessment indicators and give you more transparency when making investment decisions.
A selection of our equity funds
Global equities
Invests mainly in equities of international companies that take account of the principle of sustainability. These are companies that are selected with particular regard to ethical considerations (especially standards relating to corporate, social and environmental responsibility and ecological sustainability).
Health Care Equities
Invests in sustainably managed healthcare companies with innovative business models. Sustainability in the healthcare industry can be ensured, for example, through an ecological procurement policy for drug production and ethical principles in clinical trials. For patients, the focus is on early detection of serious chronic diseases and personalised medicine.
Shares Water supply
Insufficient water supply threatens the viability of the global economy, the environment and humanity as a whole. The amount of water
on earth is given. The natural water cycle has existed since the creation of earthly water. Humans have intervened massively in the water cycle. The development of solutions to correct these interventions is absolutely central. The Fund invests in companies that develop and commercialise precisely these solutions.
Millennials Generation Y Shares
The investment objective of the Fund is to generate attractive long-term returns by investing in companies that structurally benefit from the changing consumption habits of the Millennials generation.
Gold
Invests in physical gold
Our sustainable fund selection for you
Calculation examples
“A 30-year-old woman takes out a new savings plan. She invests CHF 500 per month for the next 35 years and expects a 5% return per year”.
| Amount paid in | CHF 210‘000 |
| Compound interest return | CHF 346‘599 |
| Final capital | CHF 556‘599 |
“A married couple decides to invest CHF 1,200 per month for the next 30 years in their savings plan. They make a one-time transfer of CHF 10’000 to start the savings plan”.
| Amount paid in | CHF 442‘000 |
| Compound interest return | CHF 583‘850 |
| Final capital | CHF 1‘025‘850 |
“A young man decides to save for his pension at the age of 25. He invests CHF 300 per month for the next 40 years”.
| Amount paid in | CHF 144‘000 |
| Compound interest Return | CHF 302‘657 |
| Final capital | CHF 446‘657 |
