Descartes Vorsorge 3a
6.8/10
(Expert Score)
PROS:
- Fees lower than average
CONS:
- No mobile app
- Limited fund selection
- No individualized investment strategy
- Only active strategy
Account opening
Opening an account is entirely online and can be done in less than 5 minutes. French and German are supported.
Strategies
Descartes Vorsorge offers 5 strategies with different bonds and shares ratios.
Funds
It is possible to create a customized strategy by selecting funds from a list of around 10 active funds. The fund provider is OLZ AG.
The following asset classes are available:
-
- Cash
- Equities
- Bonds
ESG
Descartes Vorsorge offers ESG funds.
Fee
The yearly fee is 0.65% to 0.80%.
Trading day
Fund buy and sell are performed weekly
Platform
Descartes Vorsorge is available on the web.
About Descartes Vorsorge
Descartes Vorsorge has a partnership with UVZH, the foundation from Lienhatrdt & Partner Privatbank Zürich AG. This foundation is based in Zürich.
The management of Descartes Vorsorge is based in Zürich.
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