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The default investment style is Balanced.
You can change your amounts or choose another investment style: Cautious, Balanced, Audacious, or A la carte (2).
Starting amount

Optional

Regular investment

25 CHF minimum

Frequency
Cash invested

CHF

Strateo Invest

CHF

Difference

CHF

Based on the historical data you can consult the past evolution of this Strateo Invest. It has a limited value as a guide to the future evolution and past evolution figures can be misleading regarding the future evolution. The calculation of the past evolution takes into account all current costs, except the 9,95 CHF fee applicable for the transfer of the funds from your Strateo Invest to your Strateo trading account before the end of the fifth year (per fund in your plan). The past evolution is calculated in euro. The exchange rate of the day applies for funds expressed in a currency other than the euro. The historical evolution is shown from the purchase date (each 5th day of the month) of the youngest fund in this plan.

Fund means «Undertaking for collective Investment». Undertaking for collective Investment is a general term used for different undertakings collecting money from the public and whose activity consists in managing an investment portfolio. The fund notion contains as well collective investment schemes in the form of an investment company (such as the Sicav or Sicafi) as the contractual funds (such as the Mutual Fund) and their sub-funds.

All funds quote in CHF.

The minimum investment in Strateo Invest is CHF 25 per year. There are no entry or exit fees. If you stop the Strateo Invest before the end of the fifth year, you must pay a fee of CHF 9,95 per fund.

Before investing in funds through the Strateo Invest, we invite you to read the prospectus and the KIID of the funds in the Strateo Invest. You can find these easily by clicking on the name of the fund.

Strateo Invest is an investment plan with undetermined duration.

If you have a complaint, please contact our Legal Department: legal@strateo.ch

(1) The taxes that are mentioned apply to an average non-professional client-natural person, Swiss resident.

(2) The choice of investing style or composition of the Strateo Invest is made by your own initiative and not following a recommendation or advice from Strateo Bank.

(3) The synthetic risk indicator gives an indication of the risk associated with investing in a fund. The scale goes from 1 (weakest risk, associated with a lower potential return) to 7 (highest risk, associated with a higher potential return). The lowest category does not indicate that the investment is risk free. The indicator is based on historical data and may possibly not be a reliable indication of the future risk profile of the fund. The type of risk is not a guarantee and may change over time. (you can find more information here)

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