Vita SelectFor companies that wish to allow their senior staff to determine their investment strategy Vita Select offers many different options to insured employees with annual salaries starting at around CHF 130,000. They decide how much to save and what investment strategy to use in order to tailor the pension solution to their unique life circumstances. Employers who choose Vita Select for senior management pensions can offer an advanced pension planning solution without having to constantly adapt it to their employees' needs.
In detail Available investment strategies Vita Select gives employees the freedom to determine their own investment strategy. They can choose from four predefined investment strategies. The Defensive, Balanced, and Growth profiles and the money market investment strategy were put together by Zurich Invest Ltd's investment experts. They differ mainly in the share of equities in the portfolio. Investment returns are first-class and broadly diversified thanks to our "best in class" asset managers. All three have in common the top position in the "KGAST Comparison" (Conference of the Managing Directors of Investment Foundations). In addition to freely choosing their investment strategy, employees can also opt for a guarantee investment with capital protection. Vita Select investment strategies Defensive profile security 2.844.745 Balanced profile security 2.844.737 Growth profile security 2.844.727 Money market security 722.858 Current performance Information on the current performance of the individual investment strategies can be found here: Profile Defensive Profile Balanced Profile Progressive Money Market Besides, you have the option to keep up to date with the subscription service for performance factsheets and reports from the Zurich Invest AG. Find out more here. Insurable benefits Vita Select offers three standard plans with different risk benefits and savings contributions These plans combine the investment strategy and savings contribution amount. The employers' contribution is the same for all strategies. The employer only selects the risk benefits that will be applied to all insured employees. Custom plans are also available. We would be glad to advise you. Further information about the Vita Select Joint Foundation Annual key figures, composition of the foundation board and information on other institution can be found here.
Downloads Factsheet Vita Select Vita Select cost regulations Factsheet Profile Defensive Factsheet Profile Balanced Factsheet Profile Progressive Factsheet Profile Money Market Monthly Prices Performance report