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Disclaimer

The information contained in the following pages is intended for non-qualified investors resident in Switzerland or for Swiss pension schemes.

The information contained in this document is intended exclusively for persons within jurisdictions in which the publication of or access to this website is permitted by law and is not prohibited. Any persons who are subject to such a prohibition are not allowed to use this website.

This information does not constitute an offer to sell or an advertisement concerning the sale of units in any of the funds mentioned on this website, where any such offer, advertisement or distribution would be unlawful within any jurisdiction. The same applies if the person making the offer or advertisement does not hold the requisite qualification for doing so, or if it is not permitted to make such an offer or advertisement to certain persons.

The funds described are not registered in accordance with the US Securities Act of 1933 or the US Investment Act of 1940. Therefore, they must not be traded, offered or sold either directly or indirectly in the USA, in any of its possessions and territories or in any areas governed by US law, to any US persons or to any third parties acting on behalf of US persons.

The information provided does not in any sense constitute an investment recommendation. Investments should only be made in investment fund units following thorough consideration of the currently valid, product-specific documentation and after obtaining expert advice. All documents, including prospectuses as well as annual and semi-annual reports, may be obtained free of charge, upon request, from 1741 Fund Solutions Ltd., Burggraben 16, 9000 St. Gallen.

Disclaimer

Tellco Classic funds are generally available to all investors, Tellco Classic II Equities World is open only to Swiss pension funds.

The information on the investment companies contained on this website is not addressed to specific individuals but rather to a general readership who are interested in funds, among other things, and who live in a country where the investment companies are licensed to operate.

The Tellco funds may only be sold in the following countries:

  • Tellco Classic – Inflation Protection ESG CHF hedged (Switzerland)
  • Tellco Classic – Bonds CHF ESG (Switzerland)
  • Tellco Classic – Bonds in foreign currency ESG (Switzerland)
  • Tellco Classic – Swiss Equities ESG (Switzerland)
  • Tellco Classic – Best Idea ESG (Switzerland)
  • Tellco Classic II – Equities in foreign currency (Switzerland)
  • Tellco Classic – Strategy 10 (Switzerland)
  • Tellco Classic – Strategy 25 (Switzerland)
  • Tellco Classic – Strategy 45 (Switzerland)
  • Tellco Classic – Strategy 100 (Switzerland)
  • Tellco Classic – Bonds in foreign currency ESG hedged (Switzerland)
  • Tellco Classic – Actions Alkimia ESG (Switzerland)
  • Tellco Classic – Sustainable Heritage (Switzerland)

The information on funds provided on this website constitutes neither an offer nor an invitation to make an offer in a country where such an offer or invitation to make an offer is against the law or where the person who issues such an offer or invitation to make an offer does not have the authorisation to do so.

It is also not addressed to persons to whom such an offer or invitation to make an offer may not be issued by law.

As the Tellco funds are currently not registered under the US Securities Act of 1933 or the US Investment Act of 1940, Tellco fund units may in particular not be sold, offered or delivered in the US to investors domiciled in the US or to US citizens.

The information provided does not under any circumstances constitute recommendations for investments. Investments should only be made in units issued by investment companies after making a careful study of the latest product-specific documentation and obtaining qualified advice. All documentation, including prospectuses and annual and interim reports, can be ordered free of charge from 1741 Fund Solutions AG, Burggraben 16, 9000 St. Gallen.

TELLCO PRIVATE PENSIONS

Investment funds

Optimise your pension 3a and vested benefits account with flexible investment strategies from Tellco – choose from funds, thematic funds or ETFs.

Flexible and customised: your pension, your strategy

Create your personal pension plan and make your retirement savings work for you: In addition to a fixed-interest account, you have the option of investing all or some of your capital in securities.

With the flexible investment strategies from Tellco Bank, you can take advantage of solutions that align perfectly with your investment horizon and risk profile.

You benefit from personalised advice so that your investments always meet your needs.

Current investment funds

Proven strategies for your portfolio

Benefit from the four Tellco strategy funds that offer globally diversified investment solutions with different equity components. Perfectly tailored to your risk profile and investment horizon, these funds enable a targeted optimisation of your pension assets in pillar 3a or vested benefits accounts. Designed and managed by the experts at Tellco Bank, they are the ideal choice for long-term stability and growth.

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Unlock future growth potential

Focus on mega-trends and design your portfolio with the future in mind. With Tellco thematic funds, you invest in future-oriented sectors such as health innovation, sustainable energy and automation. In this way, you can participate in the growth opportunities of these industries at an early stage as an optimal addition to your core strategies.

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Professional support

Tailor your investments exactly according to your ideas. With a wide range of cost-effective ETFs, Tellco offers the building blocks for your personal strategy. Our experienced advisors will support you in aligning your portfolio with your goals and preferences – for a solution that is as unique as you are.

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Attractive interest rate for your private pension

With the fixed-interest account solutions from Tellco, you secure a reliable return on your pension assets regardless of the investment strategy chosen. Benefit from an attractive savings interest of 1.0% in your pillar 3a account and 0.4% in your vested benefits account. These attractive interest rates provide a safe foundation for your long-term capital accumulation and give you peace of mind when looking towards your financial future.

Tellco strategy funds - for your core strategy

You can choose between four low-cost Tellco investment strategies that are broadly diversified. Your selection forms your core strategy, which you can supplement.

Tellco Classic
Strategy 10

The fund aims to achieve moderate real growth in the assets managed by Tellco.

It is suitable for conservative investors for whom the focus is on preserving the invested capital in real terms with additional earnings potential and who are looking for a globally diversified portfolio. On average, 10% of the fund is invested in equities.

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Tellco Classic
Strategy 25

The fund’s purpose is to achieve growth in line with the market for the assets managed by Tellco.

It is suitable for income-oriented investors for whom the generation of above-average growth for their invested capital is the priority and who are looking for a globally diversified portfolio. On average, 25% of the fund is invested in equities.

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Tellco Classic
Strategy 45

The fund’s purpose is to dynamically invest the assets managed by Tellco.

It is suitable for capital gains-oriented investors who expect an above-average return over the long term, are nevertheless aware of the price fluctuation risks and who are looking for a globally diversified portfolio. On average, 45% of the fund is invested in equities.

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Tellco Classic
Strategy 100

The fund’s purpose is to dynamically invest the assets managed by Tellco.

It is suitable for capital gains-oriented investors who expect an above-average return over the long term, are nevertheless aware of the price fluctuation risks and who are looking for a globally diversified portfolio. Up to 100% of the fund is invested in equities.

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Tellco thematic funds – invest in future trends

Expand your portfolio with the Tellco thematic funds and focus on future-oriented sectors that reflect your interests and values. These funds allow you to invest specifically in high-growth areas that support your personal investment goals in the long term and enable you to benefit from future opportunities.

Tellco thematic funds

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Ageing population

Ageing demographics and rising life expectancy are creating new opportunities in areas aligned with the needs of an older population. This thematic fund invests in companies that offer innovative solutions to address the challenges of demographic change and benefit from the growing demand for age-appropriate products and services.

ISIN: IE00BYZK4669
Factsheet
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Automation & Robotics

Automation and robotics are revolutionising the industry and creating exciting opportunities for investors. The use of robots and automated processes increases efficiency particularly in areas that are dangerous or difficult to access. This fund enables you to benefit from the rapid growth in the automation sector.

ISIN: IE00BYZK4552
Factsheet
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Healthcare Innovation

Healthcare innovation provides investors with access to companies around the world that are driving future-oriented developments in the healthcare sector. You benefit from the growth potential of demographic and technological changes based on the growing demand for healthcare services in developed and emerging markets.

ISIN: IE00BYZK4776
Factsheet
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Digitalisation

Digitalisation is changing almost every aspect of our lives, from work to communication and entertainment. Invest in the companies driving the digital transformation and benefit from increasing connectivity and automation.

ISIN: IE00BYZK4883
Factsheet
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Clean energy

In the face of global climate change, renewable energy is key to the future. Focus on the growth potential of the clean energy industry in developed and emerging markets while at the same time helping to address one of the greatest challenges of our times.

ISIN: IE00B1XNHC34
Factsheet
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Blockchain

Blockchain technology is much more than just the foundation of cryptocurrencies – it provides new opportunities for secure, transparent transactions and data processing. Take advantage of the disruptive potential of this promising technology.

ISIN: IE00BGBN6P67
Factsheet

The investment opportunities exclusively comprise collectively managed capital investments that are admitted for distribution in Switzerland by the Swiss Financial Market Supervisory Authority FINMA and are either subject to the supervision of FINMA itself or were set up by Swiss investment foundations.

Individual investment strategy

Pillar 3a

We offer a variety of selected cost-effective investment products for experienced investors so you can shape your personal portfolio just the way you like it. Get in touch with us for a free consultation.

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Vested benefits account

For investors with vested benefits of at least CHF 500,000, we also offer the opportunity to structure the portfolio individually with investment funds in line with your preferences. At the time of payment, you may also be able to transfer the securities to your private custody account, if they are eligible to be held by a private investor. Contact us for a free consultation.

The Investment Regulations of the Tellco Vested Benefits Foundation are available as the basis for a fully tailored strategy: Investment Regulations of the Tellco Vested Benefits Foundation (PDF)

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