Investment Plans & Fortuna Funds


We offer investment plans employing INCOME, BALANCED and GROWTH investment strategies, so that you can pursue the one that best suits your needs.

The FORTUNA funds have been approved for distribution in Switzerland and Liechtenstein and are available in CHF and EUR. You can find reports on the individual funds as well as information about their performance:

Performance and reports of third party funds are available on the website of Swiss Fund Data AG: or on the website of the respective fund provider.


Until further notice, we will forgo the charging of additional fees for special services (or administrative expenses) in connection with a current policy.