Thanks to this change, savings of around 27% on the total expense ratio were achieved.

Factsheets available directly on Compare Invest

We would like to inform you, that the original factsheets of the BVG Funds are available on our comparison platform www.compare-invest.ch. They are updated by us monthly, in the middle of the following month and if available, are provided in English and French.

Helvetia Investment Foundation: Important information about the acquisition fees

The Board of Trustees of Helvetia Investment Foundation has decided to reduce the acquisition fees of the following investment groups to 0% with immediate effect:

• · BVG mix: (previously between 0.30% and 0.35% in favor of the investment group)
• · BVG-Mix Plus 30 (previously between 0.30% and 0.61% in favor of the investment group)

Thus, the above investment groups are now open to you at the net asset value.