Mixta investment fund

Q: What will happen to my Credit Suisse investment groups (CSA Mixta-BVG) pillar 3 securities pension plan?

Nothing will change for your Credit Suisse investment groups (CSA Mixta-BVG). Existing investment groups were transferred to UBS together with your pension relationship and products and do not need to be sold.

Q: Can I continue to invest in Credit Suisse investment groups (CSA Mixta-BVG)?

Following the transfer of your pension relationship and products, new investments in Credit Suisse investment groups (CSA Mixta-BVG) are only possible via a transferred Credit Suisse 3a pension plan. Individual investments in the Credit Suisse investment groups (CSA Mixta-BVG) are no longer offered.

Q: Can I make further individual investments after transferring my pension relationship and products?

Yes, of course. To this end, UBS now has a new pension planning offer in the form of its UBS Vitainvest investment funds. You can find further information here .

Broad diversification
Our solutions are spread across different asset classes to minimize risk.
Attractive potential returns
Benefit from long-term growth opportunities.
Strict requirements
They are managed according to the same high standards as pension funds.

Actively managed investment groups

Actively managed investment groups invest in a diversified manner in bonds, stocks, mortgages, real estate and to some extent in the money market.
They do so via various collective investments (target funds).
Both the target funds and the investment group employ active portfolio management strategies.

Passively managed investment groups

Passively managed and index-managed investment groups invest in bonds, equities and real estate via target funds.
Portfolio management is passive and benchmark-oriented.
The target funds and the investment group replicate the benchmark.

Actively managed investment groups

Indexed investment groups

What will happen to my Credit Suisse investment groups (CSA Mixta-BVG) pillar 3 securities pension plan?

Can I continue to invest in Credit Suisse investment groups (CSA Mixta-BVG)?

Can I make further individual investments after transferring my pension relationship and products?

Women planting her flowers on sunny terrasse.

UBS Vitainvest Investment Funds Save sustainably for retirement and invest for the future

With UBS Vitainvest, you can combine your private pension with a professional and broadly-diversified investments.

Strategies to match your risk profile
Higher potential returns compared to savings accounts

To the Vitainvest funds

01
Define your risk profile
Answer just a few questions to find out which 3a pension solution suits you best.
02
Discover our recommendations
We propose different pension solutions, and you choose the one that suits you and the way you live your life.
03
Open your 3a pension solution
Open the 3a pension solution directly in the Mobile Banking App and choose how much and how often you would like to deposit for your future.