With the LLB Investment Plan, you invest systematically and benefit from a wide range of funds with excellent performance and fair fees.

With a deposit starting at CHF 12'000, you invest systematically over a fixed period of time until 100% of the deposit has been made. The investment is made successively in LLB funds of your choice. You may benefit from a lower average price when you regularly purchase fund units: You buy fewer fund units at higher prices and more fund units at lower prices. This average price effect (cost averaging) also reduces the risk of a poorly timed investment.

At the same time, the LLB Investment Plan lets you achieve higher earnings opportunities in the long term than with a traditional savings account. The longer you stay invested, the less important short-term price fluctuations will tend to be. Overall, you increase your chances of achieving attractive returns, because you participate directly in the development of the financial markets.

Your benefits

• Tailored selection: Determine your own investment strategy
• Systematic investing: Staggered entry reduces the risk of investing at the wrong time (cost averaging)
• Attractive: Large range of funds with excellent performance and low costs
• Comparatively inexpensive: Retrocession-free, attractive pricing model in a cross-comparison
• Professional and active management of funds by LLB investment specialists
• Efficient: Simple use thanks to automated investment process
• Flexible at all times: Not binding; reallocations, withdrawals, cancellation possible
• Transparent: Using LLB Online or Mobile Banking, you can follow the development of your LLB Investment Plan at all times