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

Participate in trends on the global financial markets.

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

Many of our clients already trust in the LLB investment plan

Asset management LLB Comfort

Get to know our award-winning asset management better.

Go to LLB Comfort

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

Launch LLB Quotes now

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.

Go 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.

Go to Fund Redemption Plan