The LLB Investment Plan: Systematic investing is smart
The LLB Investment Plan lets you invest systematically. You benefit from an extensive range of funds with excellent performance opportunities and low costs. Especially a medium- to long-term investment horizon makes attractive return opportunities possible.
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.
- 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
Tailor the investment to your needs
Except for the minimum investment amount in your reference currency, you remain flexible in terms of many of the details of your investment. A longer investment horizon is recommended in order to benefit more long-term from the excellent LLB fund universe.
Minimum investment amount
Your investment horizon
LLB fund universe
Keep an eye on other opportunities for your capital investment
In addition to the LLB Investment Plan, you have other options for your personal capital investment. You can make a tailored selection in the savings phase as well as in the withdrawal phase.
LLB Fund Savings Plan
Fund Redemption Plan
Find out more about a systematic and efficient capital investment
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Schedule a consultation with our investment experts and let them advise you.