Investment Strategy

The following questions are aimed at determining a suitable investment strategy for you. Your answers will help us to propose an investment strategy that meets your needs and risk profile.

Risk Capacity

Please enter your age

Age

Years

What is your total net worth?

Assets

CHF

How high is your surplus per year before retirement?

Before pension

CHF

How high is your surplus per year after retirement?

Annual surplus after retirement

CHF

What is your planned retirement age? 65 Years

65 Years

58 Years70 Years

Risk Appetite

What degree of price fluctuations are you prepared to accept in order to have a chance of higher profits? Choose your risk appetite:

Balanced

CautiousAmbitious

Balanced

Investors at this level aim for a balanced relationship between risk and return. This investment strategy is based on a balanced ratio of fixed-income investments and real assets (equities, real estate). The proposed model portfolio corresponds approximately to the average strategy of Swiss pension funds.