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ZugerKB e-fund savings plan

ZugerKB e-fund savings plan

People who save on a regular basis are investing systematically and long-term in the realisation of their life dreams. With the Zuger Kantonalbank fund savings plan you can do this flexibly and in an optimised way. What's more, with the new ZugerKB e-fund savings plan you can now do so online and without a personal consultation. You should ideally invest on an regular basis and in keeping with your means, participating directly in the markets of your choice. This will bring you ever closer to your savings objectives in carefully planned steps.


  • Online opening from the comfort of your own home
  • You determine the fund selection on your own
  • Size and frequency of contributions can be freely selected
  • With regular contributions you benefit from the average-price effect
  • Even with small savings contributions, you gain access to a diversified and professionally managed securities solution
  • Payouts are possible on a daily basis
  • Capital gains from the fund savings plan are typically tax-free

Prerequisites for signing up

  • Domicile Switzerland
  • Natural person aged over 18
  • No US Persons (according to Regulation S of the latest version of the US Securities Act of 1933)
  • ZugerKB client with account set or private account as debit account for the standing order
  • Standing order in favour of fund savings plan account
  • Existing e-banking agreement

Sign up for ZugerKB e-fund savings plan in the customer portal

You can sign up for the e-fund savings plan in the ZugerKB client portal with just a few clicks. Log in using your e-banking credentials and you will automatically be transferred to the application form.

Fund spectrum

My fund

What is the right fund for me? With our investor analysis you can determine your risk profile and find the ideal fund for you.

To the analysis

Strategy funds

Investment fundsFactsheetsKIDsPrice
ZugerKB Fonds – Strategie Konservativ (CHF)DE / ENDE / EN 
ZugerKB Fonds – Strategie Ausgewogen (CHF)DE / ENDE / EN 
ZugerKB Fonds – Strategie Dynamisch (CHF)DE / ENDE / EN 
Swisscanto (LU) PF Responsible Select (CHF)DE DE  
Swisscanto (LU) PF Responsible Balance (CHF)DE DE  
Swisscanto (LU) PF Responsible Ambition (CHF)DE  DE  

Equity funds

Investment fundsFactsheetsKIDsPrice
ZugerKB Fonds – Aktien Schweiz (CHF)DE / ENDE / EN 
ZugerKB Fonds – Aktien Europa (EUR)DE / ENDE / EN 
ZugerKB Fonds – Aktien USA (USD)DE / ENDE / EN 
iShares Core SPI® ETF (CH) (CHF)DEDE 
iShares Core MSCI Europe UCITS ETF EUR (Acc) (EUR)DEDE 
Vanguard S&P 500 USITS ETF (USD)DE DE 
iShares Core MSCI Emerging Markets IMI UCITS ETF (USD)DE  DE  
UBS ETF – MSCI World Socially Responsible UCITS ETF (USD) A-disDE DE  

Real estate funds

Investment fundsFactsheetsKIDsPrice
UBS (CH) Prop. Fund – Swiss Mixed Sima (CHF)DE  

This publication is for information and marketing purposes only and does not constitute an offer, solicitation or recommendation to buy or sell any particular product, to effect any transaction or to conclude any legal act. The risks associated with an investment fund are explained in detail in the respective sales prospectus. Prospectuses as well as annual and semi-annual reports of the respective investment funds can be obtained free of charge from Zuger Kantonalbank. To the extent permitted by law, the bank excludes any liability for any losses, whether based on this information or as a result of the risks inherent in the financial markets. The prices and values of the investments described and the resulting returns may fluctuate, rise or fall. Any reference to past performance is not a guarantee of future results. This documentation is directed solely at persons resident in Switzerland who are not US persons (within the meaning of Regulation S under the US Securities Act of 1933, as amended). This documentation is expressly not directed to any person whose nationality and/or residence prohibit access to such information under applicable law. Neither this document nor copies thereof may be sent abroad or taken there. Shares of this fund may not be offered, sold or delivered within the United States. Shares of this Fund may not be offered, sold or delivered to citizens of the United States or to residents of the United States and/or to other persons or entities whose income and/or gains, regardless of source, are subject to U.S. income tax, or to persons who qualify as U.S. persons under Regulation S under the U.S. Securities Act of 1933, as amended, and/or the U.S. Commodity Exchange Act, as amended.