Investment
funds
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How do I invest in an investment fund?
Three solutions to invest in funds depending on your needs

Whatever the investment fund(s) chosen, we provide three separate solutions when it comes to compiling your securities portfolio. Whether regular or one-off investments, you can choose the solution suited to you.

Invest a regular amount each month at low cost and compile your investment over the long term.
Invest your available savings at the most opportune moment in order to seek out new sources of income.
Investment combination
Secure the compilation of your portfolio and feel free to seize market opportunities by combining the two solutions presented.

Overview of our fees1

Fund savings
plans
  • Commission fees
    (purchase/sale)2
    0.50%
  • Flat-rate fees
    Free
  • Custody rights3
    0.10%/year
    (no minimum)
  • Minimal investment
    CHF 100 per month
One-off
subscription
  • Commission fees
    (purchase/sale)2
    0.50%
  • Flat-rate fees
    CHF 50.00/transaction
  • Custody rights3
    0.20%/year
    (minimum CHF 120.00/year)
  • Minimal investment
    CHF 100
1 Other fees are likely to apply. For more information, please consult our fee guide. In order to invest in investment funds, you must own a CA EssenCiel Pack, details of which can be found here.

2 Also includes fees collected by third parties. Other fees and taxes are not included (VAT, advance tax, stamp duty, etc.).

3 Fees are collected every quarter and are calculated starting from the average of the portfolio's value.

The information above is provided solely for information purposes and should in no way be considered a service offering or recommendation to buy or sell financial instruments.
The information contained on this website does not take into account the customer's individual, financial or tax needs. This information may be changed by the issuer of the financial instrument without notice. The bank will not be held liable for any consequences resulting from these changes.
The documentation on the services and list of investment funds offered by the bank are available on our website www.ca-nextbank.ch and from your advisor. You can also request the terms for buying and selling investment funds offered by the bank, as well as prospectuses and fund sheets, free of charge from an advisor.
The customer is aware and acknowledges that any investment always carries a risk of loss.
The bank reserves the right to change at any time and without notice the fees and pricing applicable to its banking products and transactions in financial instruments.

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