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Let’s say you accumulated CHF 70,400 in a Portfolio 3 account over the past 10 years. That means you earned an additional return of CHF 3,480 compared with an Epargne 3 account.*
For retirement and other life goals, Portfolio 3 can take you a little farther.
You can choose from among four investment strategies to ensure that your retirement money is invested the way you want. Get in touch with your BCV advisor to find out more.
Return on CHF 6,000 invested annually on 1 October in an Epargne 3 and a Portfolio 3 account.
Total return over the 2014–2024 period*
*Return calculated through 30 September 2024, excluding brokerage and account fees, based on BCV’s past Epargne 3 account interest rates and regular payments of CHF 6,000 made on 1 October of each year. 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. BCV Pension 40 is a Portfolio 3 investment strategy with a 40% equity allocation.
You can choose from four strategies:
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