The LLB Investment Plan: invest money with staggered investments

Make investments with fixed amounts invested in LLB funds or using one of five LLB Comfort investment strategies. By the end of the investment phase, 100 % of the one-time deposit is invested. Benefit from an extensive range of funds with excellent performance opportunities and low costs. A medium- to long-term investment horizon offers especially attractive return opportunities.

Overview of your benefits

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Proven approach
Since many years our customers trust the LLB Investment Plan.
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Award-winning quality
Independent expert juries have certified the surpassing returns of our strategy funds for years.
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 Cleverer than savings interest
Let your money work for you and see your dreams come true: Why ride a tricycle when you can have an e-bike?
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Average price effect
Staggered entry over the course of a fixed investment phase minimises the risk of investing at the wrong time.
Sustainability
Sustainability
Long-term, responsible action enjoys the highest priority at the LLB – for the benefit of resources and the environment.
Efficiency
Efficient
Simple use thanks to automated investment process.
Flexibility
Flexible
Not binding; reallocations, withdrawals, cancellation possible at any time.
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Transparent
Using LLB Online or Mobile Banking, you can follow the development of your LLB Investment Plan at any time.
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Staggered investment with LLB funds
LLB Quotes

Our market information platform contains all the information about our funds and much more.

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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.

Reference currencies
You can hold your portfolios in the currencies CHF, EUR, and USD.
Minimum investment amount
Irrespective of the reference currency: CHF/EUR/USD 10'000
Your investment horizon
Our advisors identify your investment horizon on the basis of your personal investor profile.
Investment period
You're not bound – no matter whether you're aiming for 12 months, 24 months, or longer.
LLB fund universe
Benefit from our experience and the LLB range of funds.
LLB Invest
Investment advice and asset management at the highest level.

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
The Fund Savings Plan offers attractive savings options. Together with your client advisor, you choose an optimal strategy to reach your savings goals.
Switch to Fund Savings Plan
Fund Redemption Plan
Once you've achieved your target fund balance, you can use this amount for regular additional income. An individually designable Fund Redemption Plan is available for that purpose.
Switch to Fund Redemption Plan
LLB funds
Benefit from the promising potential of LLB funds and the expertise of our investment specialists.
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Find out more about a systematic and efficient capital investment

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Come see us

Visit one of our branches. We look forward to giving you tailored advice.

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Get in touch with us

Call us. We're happy to assist you by phone as well.

+423 236 88 11
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Systematic investing

Schedule a consultation with our investment experts and let them advise you.