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Safety plan
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Swiss ESG
You prioritize security over returns, so you don’t put all your eggs in one basket. Stocks make up only a quarter of your portfolio, while bonds, gold, and real estate help spread the risk. This plan offers stability in times of market turbulence, while still providing growth opportunities.
The focus is primarily on Swiss companies that meet strict social and environmental standards. This approach reflects the Swiss economy and provides optimal protection against currency fluctuations, as the Swiss franc is a strong and stable currency.
Disclaimer
This content constitutes advertising. The savings plans presented do not constitute an offer within the meaning of Art. 3 lit. g FinSA, nor do they represent personal investment advice by ellexx and they do not take into account any specific personal circumstances (such as investment objectives, financial situation, or investment strategy). ellexx recommends that all clients seek independent professional advice regarding the financial risks as well as the legal, regulatory, and tax implications involved. The choice of savings plan is ultimately made at the client's own discretion and/or based on independent professional advice.
Investments in the financial instruments mentioned may not be suitable for all clients. Before executing any transaction, clients should assess or have assessed whether the respective savings plans are appropriate for their personal circumstances and objectives. Any investment decisions should only be made after carefully reading the documentation of the respective instruments. All legally relevant information for each savings plan can be found in the documents provided by the respective ETF issuers. These documents are linked within the ellexx app.
