Fund consulting basic

Personal advice upon request
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With fund consulting basic, you invest independently and receive an investment proposal on demand. You can arrange a consultation at any time.

Fund consulting basic: investment proposal tailored to investor profile

  • A suitable fund is proposed in line with your investment strategy

  • The managed online process supports investment decisions

  • Check whether the portfolio still matches the investment strategy

  • Personal advice upon request

  • Invest with individual purchase and/or funds saving plan

  • You can use a questionnaire to determine your personal investment strategy, taking into account your risk appetite, risk capacity and investment horizon. You can either fill in the investment profile online, or create it during a personal consultation – or both.

    This investment strategy is used to provide you with an investment proposal specifically tailored to you. You can adapt and customize it to your personal preferences at any time. For all orders, we check whether your adjustments still match your investment strategy.

  • In Switzerland, over 9,000 funds are available for purchase. PostFinance offers you a clear range of proven funds. You can choose from 15 PostFinance Fonds and around 39 third-party funds. These funds can help you diversify your portfolio and tailor it to match your interests. For instance, you have the option of investing in certain regions, industries or in sustainability, or you can focus on a specific area, such as technology, water or food production.

  • Consulting and services

    Where required, you can benefit from support from your personal investment advisor as well as an investment proposal upon subscription. For each investment, compliance with the strategy is reviewed. At any time you have the option to call up your portfolio in your e-finance, to check on performance and to execute transactions.

    Appropriate tools for your individual investment strategy

    You will receive an investment proposal to help with your investments, either online or during a consultation. You can adjust it based on your own personal preferences.

    Funds saving plan

    You can set up the funds saving plan directly with one of our advisors. The fund savings plan enables you to invest in the funds of your choice at half-monthly, monthly, two-monthly or quarterly intervals. From as little as 20 francs (or the equivalent value in a foreign currency), you can invest regularly in 15 PostFinance Fonds and 39 funds from third-party providers.

    Access to the PostFinance market view

    PostFinance analyses the latest market developments in detail and communicates the short-term and medium-term positioning of the model portfolio transparently in our monthly publication investment compass.

  • Service fees
    0.25% p.a. on the average custody account assets

    For higher custody account assets, the service fees are lower

    0.25% from CHF 0 p.a.
    0.20% from CHF 250,000 p.a.
    0.15% from CHF 500,000 p.a.
    0.10% from CHF 1 million p.a.
    Custody account fees
    Included in service fee
    Transaction fees
    1.00% issue commission on the subscription amount (max. CHF 1,000 or equivalent value in foreign currency). No redemption commission
    Minimum investment amount (initial investment) per fund
    CHF 2,000
    Follow-on purchase
    At least CHF 100

    Other price items and information on fees

Invest based on investment profile with fund consulting basic

Directly in e-finance
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Details and documents on investment solutions