Index Serie 75



  • 75% equities and commodities
  • 25% bonds

Investment objective

This investment plan is broadly diversified globally. The high proportion of stocks means very good income opportunities are possible, however, high value fluctuations may occur. Thanks to the selection of cost-effecient funds, income opportunities are optimised.


In order to secure income and reduce risk, the fund account savings are gradually reallocated to a low-risk investment in the last five years of the contract.

Current Report