Winterthur AWi Investment Foundation
For most AWi investment groups, management or flat rate fees were lowered by between 6% and 12% effective 1 July 2015.

With the elimination of the annual retrocessions, administration will be lighter in future.  You will also benefit from lower base fees on your investments - after these changes, your net costs will remain the same.


Helvetia Investment Foundation
Our range of BVG/LPP-compliant products has been attractively supplemented by AST Helvetia BVG Mix, security No 1176860.

This new investment product may be acquired weekly in the framework of our BVG/LPP Fund Invest programme for balanced / dynamic investors with vested termination benefits.


Julius Baer Funds
To further customise their individual portfolio, investors with tied 3a pension assets can now choose between three new Julius Baer funds in our comprehensive range of Swiss BVG/LPP-compliant investment products.


UBS Investment Foundation for employee benefits
New US withholding tax-optimised investment groups have been launched by the UBS Investment Foundation, with slightly changed names:

Former name
UBS AST BVG-25/40 Aktiv I-A1
New name
UBS AST2 BVG-25/40 Active

Former name
UBS AST BVG-25/40 Indexed (hedged in CHF)I-A1
New name
UBS AST2 BVG-25/40 Passive (hedged in CHF)

Members affected by this transfer have been informed directly by a separate letter.


Zürcher Kantonalbank (ZKB)
As a result of its acquisition of Swisscanto Holding, ZKB has standardised its names effective 30 June 2015. All Zurcher Kantonalbank funds (ZKB funds) will henceforth bear the name "Swisscanto".

The securities and ISIN numbers remain the same. Only the ZKB precious metals ETFs keep their name.


More detailled information about these investment groups is available on our Compare Invest platform at www.compare-invest.ch.

Liberty Pension's securities advisers are at your disposal to answer any questions in this connection.