With Swiss Life Invest Dividend, you benefit from regular returns while your money continues to work for you. You can invest in one of four investment strategies, which is actively and professionally managed.
In brief
You invest a lump sum in Swiss Life Invest Dividend and receive attractive, tax-efficient distributions to supplement your income, with the potential to grow your capital over the long term. Your portfolio is broadly diversified in line with your risk profile; it is income-oriented and managed by experienced investment specialists. The returns will be paid into your separate Swiss Life Personal Account and are available as freely disposable income. Alternatively, they can be reinvested – giving you the opportunity to accumulate more assets.
Your advantages at a glance
- Attractive combination of regular returns and opportunities for growth: You benefit from proven, globally diversified sources of income and enjoy regular returns, which you can either transfer to your Swiss Life Personal Account or reinvest in your portfolio. Your capital remains invested and continues to work for you.
- Tax-efficient distributions: In order to optimise the after-tax return, the investment specialists select – wherever possible – investment instruments that allow tax-free capital gains and thus sources of income that are exempt from taxation.
- First-rate investment expertise: Your portfolio is structured and actively managed by experienced investment specialists. This gives you access to high-quality, distributing investments with ongoing quality control.
Let us advise you
Want to learn more about Swiss Life Invest Dividend, or do you have questions? We would be pleased to provide you with more information – in a personal and non-binding consultation.
Product comparison
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Asset management: Delegate your investment decisions to our experts
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Invest in a first-class fund