AXA Investment Managers
The range of funds with a balanced investment strategy has been supplemented with an interesting product: members of 2nd and 3rd pillar benefits schemes can now also choose to invest in the AXA Swiss Institutional Fund – Multi Asset Plus 1 CHF (ISIN: CH0105340019).
UBS investment foundation
Individual fund units of this provider are becoming increasingly popular with investors and this is reflected in the larger trading volumes. Since a certain limit has been exceeded for the following 2nd pillar investment funds, we are pleased to inform you that we can offer an even lower TER (total expense ratio) :
Both funds now have a TER of 0.22% making them extremely attractive in terms of costs.
For an interactive comparison of these securities and for further information visit www.compare-invest.ch. The above-mentioned funds can be subscribed immediately in the framework of BVG/LPP Fund Invest.
On the other hand, the "Structured Fund Optimal Allocation" (ISIN: CH0199626950) is no longer available.
We also wish to inform you that, in line with the new BVV2/OPP2 guidelines, "reversible convertible" investments henceforth no longer qualify as equities but as alternative investments. We will continue to count existing positions as equities until the relevant product expires.