For Whom?
The 50K CHF portfolio is designed for investors looking to invest an initial capital of 50,000 CHF.
The ETFs included in this portfolio can be purchased through a standard securities account.
Certain occupational pension institutions (2P and 3P), such as VIAC and FInpension, offer the option to select a personalised investment strategy, and equivalent investments for the 5 underlying assets of the 50K CHF portfolio are available through these institutions.
Composition?
This portfolio is designed to invest a significant amount of capital and includes investments in:
- World: Over 1,400 global companies representing 85% of the market capitalisation of developed countries,
- Switzerland: The performance of the 30 largest companies listed on the SIX Swiss Exchange,
- Japan: 70% of the total market capitalisation of the Japanese stock market,
- Gold: The price of gold,
- Real estate: Real estate investment funds listed in Switzerland.
How?
The investor must have CHF 50,000 available in their securities account (or 2P; 3P).
Privanext will send investment alerts over the weekend to recommend the purchase or sale of assets in the 50K CHF portfolio based on market opportunities.
The portfolio is gradually adjusted in line with major trends. Historically, approximately 65% of the portfolio is invested within the first year following subscription.
Alerts will be sent to you on Saturday morning for a purchase or sale to be made with your securities provider at the close of trading on Monday.