How does the pillar 3a with individual stocks work?

The pillar 3a with individual stocks invests in the top 20 capitalised Swiss companies. The equal weighting of the individual stocks increases transparency and improves diversification. In the other asset classes, ETFs and other cost-effective index funds are used. 

An intelligent rebalancing process ensures that the investment strategy is followed. If an asset class exceeds or falls below the relevant bandwidth, it is returned to the original weighting taking into account the current market environment.


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