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Portfolio 3

Get the most out of your Pillar 3 savings

Our Portfolio 3 account lets you invest your Pillar 3 savings in the financial markets, where you stand to earn a higher potential long-term return than you would with a traditional Pillar 3 savings account. This account helps you maximize your retirement savings in your Epargne 3 account.

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Highlights

Funds in your Epargne 3 savings account can be invested on a monthly basis, either automatically or when you decide.
You can always keep some cash readily available in your Epargne 3 account.
You can cancel investment orders at any time, and you can convert your investments into cash whenever you want.
You won't be charged any brokerage or payout fees or any fees for account-handling or administration.

Detail

Harness the power of the financial markets

With a Portfolio 3 account, you can earn a higher potential return on your savings by investing them in the financial markets. However, you will be taking on a higher level of risk.
The amounts you pay into your Epargne 3 account can be invested in fund units, either automatically or whenever you decide.
Speak with your BCV advisor, who will look at your risk profile and investment horizon to help you select the strategy that’s right for you.Examples:

_{*Calculations based on BCV’s past Epargne 3 account interest rates.}

_{The price of investment fund units may fall as well as rise. Past performance is no guarantee of future returns. Each profile has a recommended minimum holding period for the fund units.}

You can choose from four strategies:

BCV Pro Patrimoine (conservative) - Informations (NAV)
BCV Pension 25 (growth) - Informations (NAV)
BCV Pension 40 (growth) - Informations (NAV)
BCV Pension 70 (dynamic) - Informations (NAV)

*Net asset value (NAV)

Estimate your tax savings

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Useful documents

An essential element of your retirement savings

Keywords: Retraite/ Prévoyance/ Epargne 3/ Amortissement/ Placement

File size : 4 MB - Last update: 11.06.2024

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