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Move with foresight: implement your investment strategy step by step
The LLB investment plan: Systematic investing is smart
Is now the right time to invest? Are the markets attractive right now, or would it be smarter to wait? Maybe you’re also asking whether you might miss the ideal time to invest if you hesitate. Many of our clients share these thoughts – and they are completely understandable. With our LLB investment plan, we can offer you a solution that minimises the risk of investing at an unfavourable time.
How exactly does the investment plan work?
You invest a defined investment amount in one of our LLB funds at staggered intervals over 3, 6, 9 or 12 months. The investment horizon depends on your investment strategy, but we recommend at least five years. The LLB investment plan can be reallocated or closed down at any time.
| Currency | Minimum investment amount | Interest rate Investment plan |
|---|---|---|
| CHF | 10'000 | 0.75 % |
| EUR | 10'000 | 2.00 % |
| USD | 10'000 | 3.00 % |
Your investment amount will initially be fully paid into your investment plan account. The investment in the fund will then automatically be made at monthly intervals, so you do not have to take any further action.
At the start, a 25 % initial investment will be made in asset management, while the remaining 75 % will be paid into your investment plan account. Investments will then automatically be made in asset management from this investment plan account at quarterly intervals, so you can sit back and let us handle it.
Overview of your benefits
Seize opportunities to generate returns
Reduce risks
By making incremental contributions, you’ll minimise the risk of investing at the wrong moment.
Attractive special interest rate for you
You benefit from a fixed special interest rate during the term in the investment plan account.
Invest smartly
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.
