Zugerberg Finanz 3a DecarbRevo
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. Implementation mainly takes place by means of individual titles, except in the area of bonds (transparent collective investment instruments).
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.
Advantages for you:
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
Key values
Foundation
Zugerberg 3a Retirement Savings Foundation
Board of Trustees
The majority of the Board of Trustees are independent specialists and experts. The Board of Trustees has delegated the management of the Foundation.
Management
The management of the foundation is entrusted to the second pillar consulting company, Aktiengesellschaft, Basel.
Auditing firm
The auditor of the Zugerberg 3a Retirement Savings Foundation is Deloitte AG, Zurich.
Supervisory Authority of the Foundation
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.
Investment character
Active asset management,
ranges model according to the chosen investment strategy
Type of investment
One-off investment or capital generation plan;
flexible and individual
Investment amount
From CHF 5'000 (one-off investment)
or from CHF 100 per month (capital generation plan)
Investment instruments
Primarily individual titles
Asset management company
Zugerberg Finanz
Custodian bank
Swissquote Bank SA