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    Zuger Kantonalbank

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    ZugerKB E-Invest Vested Benefits

    Would you like to generate a higher return on the pension fund assets that you do not require until much later in life? Depending on your investment objectives and risk tolerance, you can choose from three different ZugerKB retirement savings funds, as well as additional pension products from our partner Swisscanto. With ZugerKB E-Invest – Vested Benefits you make the investment decisions on your own.

    The benefits of ZugerKB E-Invest Vested Benefits

    • Online opening in our client portal from the comfort of your own home
    • Significantly more profitable than a vested benefits account in the longer term
    • You determine the fund selection on your own
    • The retirement savings funds reflect the investment opinion of Zuger Kantonalbank based on an assessment of the market environment
    • The investment decisions for ZugerKB retirement savings funds are implemented through passively managed investment funds. These investment funds are renowned for their transparency and low costs
    • Fund units may be subscribed to and redeemed on a daily basis
    • After your retirement you can transfer the assets in the retirement savings funds of Zuger Kantonalbank to the free investment funds of Zuger Kantonalbank

    Prerequisites for signing up to ZugerKB E-Invest Vested Benefits

    • Domicile Switzerland
    • Natural person aged over 18
    • ZugerKB customer with account set or private account
    • New opening of vested benefits account (an existing vested benefits account may not be used)

    If you want to integrate existing retirement saving solutions, please contact our advisors.

    Sign up to ZugerKB E-Invest Vested Benefits in the ZugerKB client portal

    You can sign up to ZugerKB E-Invest Vested Benefits in the ZugerKB client portal with just a few clicks. Simply log in with your E-Banking details and you will be automatically taken to the opening form (Currently exclusively available in German).

    Fund selection

    My fund

    What is the right fund for me? With our investor analysis you can determine your risk profile and find the ideal fund for you.

    To the analysis

    ZugerKB retirement savings funds

    The ZugerKB retirement savings funds invest systemically in various asset classes, such as equities, bonds and to a limited extent in alternative investments such as real estate, precious metals and commodities. You can choose from the following three retirement savings funds:

    Investment fundsFactsheetsBIBs/KIDsPrice
    ZugerKB Fonds – Strategie ESG Konservativ (CHF) BVDE / ENDE / EN 
    ZugerKB Fonds – Strategie ESG Ausgewogen (CHF) BVDE / ENDE / EN 
    ZugerKB Fonds – Strategie ESG Dynamisch (CHF) BVDE / ENDE / EN 

    Swisscanto investment group and retirement savings funds – actively managed

    Investment fundsFactsheetsBIBs/KIDsPrice
    Swisscanto BVG 3 Responsible Portfolio 10 RTDE / ENDE / EN 
    Swisscanto BVG 3 Responsible Portfolio 25 RTDE / ENDE / EN 
    Swisscanto BVG 3 Responsible Portfolio 45 RTDE / ENDE / EN 
    Swisscanto BVG 3 Responsible Portfolio 75 RTDE / ENDE / EN 
    Swisscanto BVG 3 Sustainable Portfolio 45 RTDE / ENDE / EN 
    Swisscanto BVG 3 Responsible Portfolio Protection RTDE / ENDE / EN 
    Swisscanto BVG 3 Responsible Life Cycle 2025 RT
    		DE / ENDE / EN 

    Swisscanto investment group and retirement savings funds – passively managed

    Investment fundsFactsheetsBIBsPrice
    Swisscanto BVG3 Index 45 RTDE / ENDE / EN 
    Swisscanto (CH) Vorsorge Fonds 25 Passiv VTDE / ENDE / EN 
    Swisscanto (CH) Vorsorge Fonds 45 Passiv VTDE / ENDE / EN 
    Swisscanto (CH) Vorsorge Fonds 75 Passiv VTDE / ENDE / EN 

    Note:

    If you require advice at a later date, please contact our advisors at the appropriate time. Please note that we will draw up an investor analysis together with you for advice purposes and convert your ZugerKB E-Invest Vested Benefits as a pure self-service product into a ZugerKB Investment Advisory cuis Benefits solution.

    Legal disclaimer
    This publication is for information and marketing purposes only and does not constitute an offer, a solicitation or a recommendation to buy or sell any particular product, to effect transactions or to conclude any legal transaction. Collective investment schemes are not free of risks. They are subject to the laws of the market. The risks associated with an investment fund are explained in detail in the respective sales prospectus. Prospectuses and annual and semi-annual reports of the respective investment funds can be obtained free of charge from Zuger Kantonalbank. Before making a decision based on this information, it is strongly recommended that you read the full product documentation. The recipient of this publication is not discharged by this publication from his or her own judgment and should in each case also refer to the specific product documentation as well as the Swiss Bankers Association brochure on "Risks Involved in Trading Financial Instruments" (available via the homepage of the Swiss Bankers Association: https://www.swissbanking.org) for information. To the extent permissible by law, the bank excludes any liability for any losses, whether based on this information or as a result of the risks inherent in the financial markets. Furthermore, this publication is intended only for persons resident in Switzerland who, in addition, are not US Persons and, therefore, explicitly not for persons whose nationality and/or residence prohibit access to such information pursuant to applicable law. Neither this publication nor copies thereof may be sent or taken abroad. The bank accepts no responsibility for any actions of third parties to this effect. Furthermore, Zuger Kantonalbank shall not be liable for any loss or damage arising from the distribution or use of this publication.