Decarbonization is a long-term global megatrend. Reducing global greenhouse gas emissions as a key policy issue represents an unprecedented investment opportunity for the 21st century. The 3a DecarbRevo investment strategies are a tailored response to this megatrend.
With Zugerberg Finanz 3a DecarbRevo, you’ll be investing in companies that contribute to decarbonizing the world.
3a DecarbRevo gives you the opportunity to benefit from professional, active asset management of your retirement savings custody account from a one-off investment of CHF 5’000 or from CHF 100 per month. We buy individual titles whenever possible and appropriate. We supplement these with ETFs and investment funds to ensure optimal diversification, especially abroad and in the case of bonds.
3a DecarbRevo is an impact investment with increased risks. We therefore recommend that you invest a maximum of 25% of your pension assets in a DecarbRevo investment strategy.
To the Decarbonization Megatrend brochure
financial pension provision and security
multiple tax savings
increased return opportunities through investment in securities
flexible and variable payments
early withdrawal to purchase a home or take up self-employment possible
Choose your risk profile:
Zugerberg 3a Retirement Savings Foundation
The majority of the Board of Trustees are independent specialists and experts. The Board of Trustees has delegated the management of the Foundation.
The management of the foundation is entrusted to the second pillar consulting company, Aktiengesellschaft, Basel.
The auditor of the Zugerberg 3a Retirement Savings Foundation is Deloitte AG, Zurich.
The Zugerberg 3a Retirement Savings Foundation adheres to the investment restrictions set by the Swiss Ordinance on Occupational Old-Age, Survivors', and Disability Benefit Plans (BVV2). The Zugerberg 3a Retirement Savings Foundation is subject to the Central Swiss Supervisory Authority for Occupational Old-Age, Survivors', and Disability Benefit Plans and Foundations (ZBSA), Lucerne.
Active asset management, ranges model according to the chosen investment strategy
One-off investment or capital generation plan; flexible and individual
From CHF 5'000 (one-off investment) or from CHF 100 per month (capital generation plan)
Mainly individual titles, supplemented by ETFs and investment funds
Zugerberg Finanz
Swissquote Bank SA
