INVEST LIKE A PRO

An ETF savings plan with ETFs from the market leader¹ could help you achieve your long-term financial goals.

Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

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WHAT IS AN ETF SAVINGS PLAN?

You can set up an ETF savings plan with one of our partners by investing regularly in an ETF, from as little as CHF 20 per month². You can find out more about the potential of ETFs with the ETF savings plan calculator.

INVEST REGULARLY, SAVE MORE

Past performance is not a reliable indicator of current or future results and should not be the only factor considered when selecting a product or strategy.

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SIMPLE

Simply open an investment account with our partners, decide which ETF you want to invest in and how much you can save each month, and sit back to let your money work for you.

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FLEXIBLE

The amount you invest each month in an ETF savings plan is entirely up to you, so you can make changes at any time.

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LOWER RISK

As ETFs are made up of hundreds or even thousands of company shares or bonds, your overall investment is less affected by the performance of a single company.

What is an ETF? If buying a single company share is like buying a single flower, then buying an ETF (Exchange Traded Fund) is like buying a bouquet of flowers. ETFs can contain 100 or even 1,000* different company shares or bonds. So you are not just investing in a single company, but spreading your investment across many different companies, which reduces the risk.
Risk note: Diversification and asset allocation cannot completely protect you from market risks.
*Bloomberg, as at 18/05/2023

FREQUENTLY ASKED QUESTIONS ABOUT ETF SAVINGS PLANS

If buying a single company share is like buying a single flower, then buying an ETF (Exchange Traded Fund) is like buying a bouquet of flowers. ETFs can contain 100 or even 1,000* different company shares or bonds. This means you are not just investing in a single company, but spreading your investment across many different companies, which reduces risk. Learn more about the world of ETFs here.
Risk warning: Diversification and asset allocation cannot fully protect you from market risks.

You first need to decide which region or sector you want to invest in. For example, if you want to invest in the USA, you can choose an ETF that contains US companies such as the S&P500. Or if you want to invest in Swiss companies, there is the SMI.

There is no fixed rule, just invest as much as you can after deducting your monthly expenses.
In Switzerland, the minimum amount is CHF 20 per month. The money you save each month is automatically invested in your chosen ETFs with no or minimal trading costs, saving you not only money but also the hassle of making regular investment decisions.
Use our ETF savings plan calculator to determine the savings potential of ETFs.

Use our simple ETF savings plan calculator to work out the potential returns of an ETF savings plan. You can adjust factors such as your investment amount, expected return and time horizon to explore a range of scenarios.
Past performance is not a reliable indicator of current or future results and should not be the only factor considered when selecting a product or strategy.

When choosing an ETF savings plan, there are several types of costs to consider, which may vary from provider to provider. Expense ratios - are management costs - the lower the expense ratio, the less of your investment is spent on management and other operating costs. The expense ratio indicates what percentage of the fund's assets are spent on costs - it is deducted from the gross return of the fund. Consider the expense ratio of an ETF in relation to the fund performance. Commissions - are fees paid per trade when buying or selling a fund.

All investments are inherently risky. However, market risk can be reduced through diversification, and because exchange-traded index funds hold a basket of different assets, they are less risky than investing in individual stocks and bonds. Regardless of your risk tolerance, once you've decided on an investment strategy, it's best to stay invested long enough to realise the benefits - even with the inevitable market fluctuations.
Investment risk. The value of investments and the income from them can go down as well as up and is not guaranteed. Investors may not get back the amount originally invested.

You cannot set up an ETF savings plan on iShares.com/ch, but we are happy to help you with the individual steps.
To buy an ETF, you can set up a brokerage account if you don't already have one and use your brokerage account to set up a savings plan with your chosen ETF. You can use the ETF savings plan calculator to explore different ways to achieve your investment goals. You can find more information about iShares ETFs on our website.

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IT'S BEST TO START RIGHT AWAY

Create your own ETF savings plan with just CHF 20 per month³. You can't set up an ETF savings plan on iShares.com/ch, but we'll help you get started so you can build a better future - on your terms.