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.
ZugerKB withdrawal plan
Investors who have already have substantial savings can have sums of money paid out to them regularly through the ZugerKB withdrawal plan and at the same time benefit from professional asset management.
The benefits at a glance
- Choice of a personal investment strategy
- Large choice of investment funds
- Free choice of amounts paid out (can be adjusted any time)
- Free choice of payment intervals
- Save taxes: payments are exempt from income tax
- Access to your capital at all times
- Fund assets can be augmented at any time
Fund spectrum
Strategy funds
| Investment funds | Factsheets | KIDs | Price |
|---|---|---|---|
| ZugerKB Fonds – Strategie ESG Konservativ (CHF) | DE / EN | DE / EN | |
| ZugerKB Fonds – Strategie ESG Ausgewogen (CHF) | DE / EN | DE / EN | |
| ZugerKB Fonds – Strategie ESG Dynamisch (CHF) | DE / EN | DE / EN | |
| Swisscanto (LU) PF Responsible Select (CHF) | DE | DE | |
| Swisscanto (LU) PF Responsible Balance (CHF) | DE | DE | |
| Swisscanto (LU) PF Responsible Ambition (CHF) | DE | DE |
Equity funds
| Investment funds | Factsheets | KIDs | Price |
|---|---|---|---|
| ZugerKB Fonds – Aktien ESG Schweiz (CHF) | DE / EN | DE / EN | |
| ZugerKB Fonds – Aktien ESG Europa (EUR) | DE / EN | DE / EN | |
| ZugerKB Fonds – Aktien ESG USA (USD) | DE / EN | DE / EN | |
| iShares Core SPI® ETF (CH) (CHF) | DE | DE | |
| iShares Core MSCI Europe UCITS ETF EUR (Acc) (EUR) | DE | DE | |
| Vanguard S&P 500 USITS ETF (USD) | DE | DE | |
| iShares Core MSCI Emerging Markets IMI UCITS ETF (USD) | DE | DE | |
| UBS ETF – MSCI World Socially Responsible UCITS ETF (USD) A-dis | DE | DE |
Real estate
| Investment funds | Factsheets | KIDs | Price |
|---|---|---|---|
| UBS (CH) Prop. Fund – Swiss Mixed Sima (CHF) | DE |
Why a withdrawal plan?
The withdrawal plan is suitable as a long-term investment solution to help finance living costs, e.g. as a follow-on investment when a savings 3 account or a life insurance policy falls due. In that way, an investor can – so to speak – organize their own annuities while remaining completely flexible.