Your future deserves more than a savings account

Money can’t make your dreams come true, but it can help you get closer.

Open a securities account

Investing made easy

Whether you want to travel, buy a home or enjoy greater freedom in retirement, Avadis funds are a long-term investment option that makes your money work towards your goals.

Over 50 years of experience

Affordable
0% deposit fees and low management costs Keeping more of your returns in your pocket.
Simple
Invest from CHF 50, no fortune required. All you need is the will to get started.
Flexible
No notice periods, no limits; strategy changes can be made on a monthly basis.
Diversified
Investing in hundreds of equities and bonds worldwide, you’ll never put all your eggs in one basket.

Seven strategies – one for every situation

Cautious or ambitious? You decide how much risk you’re willing to take. A higher equity exposure means greater volatility – and greater opportunities.

Stable
Risk for price fluctuations Low High
CHF/currency hedged
100%
Total cost (TER)
0,17%
Year-to-date return
-0,05%
0% Bonds 100% Money market

Suitable for an investment horizon of:
short

Factsheet (PDF)

Key Information Document (PDF)

Application
Bonds
Risk for price fluctuations Low High
CHF/currency hedged
95%
Total cost (TER)
0,53%
Year-to-date return
-2,42%
100% Bonds 0% Equities

Suitable for an investment horizon of:
Minimum 3 years

Factsheet (PDF)

Key Information Document (PDF)

Application
Defensive
Risk for price fluctuations Low High
CHF/currency hedged
90%
Total cost (TER)
0,53%
Year-to-date return
0,45%
80% Bonds 20% Equities

Suitable for an investment horizon of:
Minimum 3 years

Factsheet (PDF)

Key Information Document (PDF)

Application
Balanced
Risk for price fluctuations Low High
CHF/currency hedged
85%
Total cost (TER)
0,53%
Year-to-date return
3,34%
60% Bonds 40% Equities

Suitable for an investment horizon of:
Minimum 4 years

Factsheet (PDF)

Key Information Document (PDF)

Application
Growth
Risk for price fluctuations Low High
CHF/currency hedged
80%
Total cost (TER)
0,53%
Year-to-date return
6,29%
40% Bonds 60% Equities

Suitable for an investment horizon of:
Minimum 4 years

Factsheet (PDF)

Key Information Document (PDF)

Application
Aggressive
Risk for price fluctuations Low High
CHF/currency hedged
75%
Total cost (TER)
0,53%
Year-to-date return
9,27%
20% Bonds 80% Equities

Suitable for an investment horizon of:
Minimum 5 years

Factsheet (PDF)

Key Information Document (PDF)

Application
Equities
Risk for price fluctuations Low High
CHF/currency hedged
70%
Total cost (TER)
0,53%
Year-to-date return
12,30%
0% Bonds 100% Equities

Suitable for an investment horizon of:
Minimum 5 years

Factsheet (PDF)

Key Information Document (PDF)

Application

Overview and comparison of returns

Download the app now and get started

Investing professionally is easy with the Avadis app. Simply enter your details, confirm your identity and choose your preferred investment strategy. Quick, efficient and 0% custody fees.

50years
of experience
0%
custody fees
1.3billion CHF
in assets under management
9,500
investors

Any questions?

Find answers to frequently asked questions here.

More information

Your contacts

Michael Haldemann
Head of Asset Growth
Daniele Nowotsch
Customer Service
Simon Fischer
Customer Service
Krister Baumann
Junior Customer Service Representative

You can contact us Monday to Friday during office hours: vbs@avadis.ch

Answers to frequently asked questions can also be found in our FAQs.

All your documents in one place

In black and white, to read through and download.

Managing your portfolio the traditional way

If you prefer to manage your securities account the traditional way, you’ll find all the documents you need to open and manage your account here.