PostFinance offers you a clearly structured range of funds: from its own strategy funds to responsible and sustainable thematic funds and third-party funds. How to invest in line with your own needs and goals.
Perfect for investors who focus on a long-term, coordinated mix of equities, bonds and real estate. Choose between defensive, balanced and growth-oriented strategies – starting from small amounts. The actively managed funds are monitored and controlled on an ongoing basis.
The PF - ESG Yield Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 15% and the strategic proportion of foreign currency is 6%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
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The PF - ESG Income Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 30% and the strategic proportion of foreign currency is 12%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The PF - ESG Balanced Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 50% and the strategic proportion of foreign currency is 19%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The PF - ESG Growth Strategy Fund is a fund of funds that invests in bonds, equities and real estate around the world. The fund is actively managed. The strategic equity component is 70% and the strategic proportion of foreign currency is 27%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
The aim of the PF - ESG Capital Gain Strategy Fund is to achieve significant long-term asset growth via capital gains by investing in sustainable Swiss and world equities as well as Swiss real estate. The strategic equity component is 93%, while 43% of the fund’s assets are invested in Swiss equities. In addition to investments in shares from developed countries, 15% is invested in emerging market equities. The 7% invested in Swiss real estate funds also contributes to diversification. The strategic foreign currency component is around 36%.
The link will open in a new window Factsheet (PDF)
The link will open in a new window Key Information Document (PRIIP KID) (PDF)
The link will open in a new window ESG report
The link will open in a new window SCS report
For investors who want to focus their investments on selected markets, sectors or investment themes – such as responsible companies, high-dividend-yielding equities or specific regions.
Set a focus: Invest consciously in areas that are important to you – whether as a supplement to your portfolio or as an investment focus.
In addition to our own funds, PostFinance offers a compact range of around 40 other proven funds. Based on various quality criteria, we monitor 9,000 funds authorized in Switzerland and select specific investment strategies for them.
PostFinance’s retirement funds are ideal for investing in pillar 3a or with the vested benefits account. They make diversified investments, and some incorporate ESG aspects. Choose from different equity components to suit your situation and goals.
What’s special about it: Upon retirement, you can transfer the funds from the retirement savings account 3a directly to your fund custody account at PostFinance. This reduces the risk of having to sell your funds when the market is bad.
This information and these statements are for information purposes only and do not constitute either an invitation to tender, a solicitation, an offer or a recommendation to purchase a service, buy or sell any securities or other financial instruments or to perform other transactions. This information does not take into consideration the specific or future investment goals, financial or tax situation or particular needs of any specific recipient, and is therefore not a suitable basis for investment decisions. We recommend that you consult your financial or tax advisor before every investment. The price, value and return of investments may fluctuate. Investment in financial instruments is subject to certain risks and does not guarantee the retention of the capital invested or an increase in value.
All investment services and financial instruments provided by PostFinance Ltd are unavailable to US persons and other persons whose domicile or tax liability is outside of Switzerland and will therefore neither be offered nor sold/provided to them.
PostFinance Funds are issued in accordance with Swiss law. Prospectuses and key information document (PRIIP KID), the management regulations as well as annual and interim reports are available free of charge from the PostFinance Operations Center, any PostFinance branch or from UBS Fund Management (Switzerland) AG, P.O. Box, 4002 Basel, Switzerland. The key information document (PRIIP KID) can also be consulted and downloaded at The link will open in a new window fefundinfo.com by entering the relevant ISIN. Before investing in a product, please read the latest prospectus carefully and thoroughly.
Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when purchasing units. Commissions and costs have a negative impact on performance.
Benefit from potential returns now – get started with the right investment for you.
Search range of over 50 funds according to specific criteria.
Our experts will be happy to help you choose the right fund solution – tailored to your own circumstances and financial goals.