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The promise of systematic investments
The LLB Investment Plan: Systematic investing is smart
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. The uninvested capital earns interest of up to 1.00 %. A medium- to long-term investment horizon offers especially attractive return opportunities.
These concerns are legitimate and understandable. However, not investing is often the wrong choice. With our LLB investment plan we have created a solution that takes account of these concerns. You invest a specific amount systematically in one of our award-winning LLB funds or one of the five investment strategies of asset management over a term of up to 24 months. The risk of price fluctuations and entering the market at the “wrong” time is minimised. You can benefit from a preferential interest rate on any uninvested capital over the term of the investment. The investment horizon depends upon your investment strategy, although we recommend at least five years. The investment plan can be reallocated or closed down at any time.
Overview of your benefits
Proven approach
Award-winning quality
Cleverer than savings interest
Average price effect
Sustainability
Efficient
Flexible
Transparent
Higher interest income
Benefit from an attractive interest rate on the uninvested liquidity.
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
Minimum investment amount
Your investment horizon
Investment period
LLB fund universe
LLB Invest
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.
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.
LLB funds
Find out more about a systematic and efficient capital investment
Come see us
Visit one of our branches. We look forward to giving you tailored advice.
Get in touch with us
Call us. We're happy to assist you by phone as well.
Systematic investing
Schedule a consultation with our investment experts and let them advise you.
