For clients with 3a or vested benefits solutions (FZS), the question often arises: how can retirement assets be invested not only safely but also profitably? Especially in uncertain times or with a shorter investment horizon, many seek opportunities to invest their money sustainably and reliably.
A pure account solution may offer security but usually falls short in terms of returns. This is precisely where the Tellco Investment Foundation offers an attractive alternative with the investment group “Real Estate Switzerland”, which has proven itself particularly well in recent years.
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Why the “Real Estate Switzerland” Investment Group Convinces
The investment group consists of a broadly diversified portfolio of high-quality residential and commercial properties in Switzerland. It enables 3a or FZS clients at Tellco to invest in an asset class that is otherwise reserved for institutional investors. Three advantages speak for themselves:
1. Stable Returns
Over the past 10 years, the investment group “Real Estate Switzerland” has achieved an average return of around 3.2% per year. Compared to other safe investments such as bonds, this is attractive – and demonstrates how consistently this asset class performs. You can easily check how this difference compares to a pure account solution using our 3a calculator: Calculate here
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2. Low Volatility
Unlike equities or other financial investments, real estate investments from investment foundations generally fluctuate only slightly. This means less ups and downs in the portfolio and more planning certainty for investors.
3. Investment in Swiss Tangible Assets
Those who invest in real estate are not only investing in figures or promises but in real, tangible assets. Buildings, land, and living space have a clear function and retain their usefulness in the long term. One example from our portfolio is the project on Heinrichstrasse in Zurich. At this central location, a forward-looking and modern property is being developed: Learn more
Take Action Now
Real estate investments not only offer stability and returns but also the opportunity to actively participate in the growth of the Swiss real estate market. For 3a and FZS clients, this means: your retirement assets work for you – safely, predictably, and with perspective. Take advantage of this opportunity and lay the foundation for a financially strong future.
On the ePlix platform, you can open a 3a or vested benefits account and manage your portfolio online: Continue to ePlix
Disclaimer: This article is addressed solely to 3a and vested benefits clients domiciled in Switzerland.