Finpension strategy with Swisscanto fonds

Hi everyone

I’m looking for simple portfolio for a Finpension vested benefit account. I dont want to use the Credit Suisse funds, due to the companies current reputation. I dont really care if I use the Swisscantos or UBS funds. Time horizon would be 30+ years. I have thought about something like this:

80% Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF

20% Swisscanto (CH) Index Equity Fund Switzerland Total (I) NT CHF

I’m aware that there are different opionions about the home bias;)
Does the IPF mean that the world ETF is for institutional pension funds and has therefore for example no withholding tax for US equities?
Any other remarks?


1 Like

A post was merged into an existing topic: 3a solution from Finpension