For legal reasons, we ask you to select your domicile and your investor type.

Spectravest Fund

The fund for equity savings

The Spectravest fund benefits from our equity selection expertise and is suitable for long-term wealth accumulation with a savings plan or in the third pillar. Launched in 2014 under the management of Peter Zeier, the fund invests in equities worldwide, selected according to our proven value criteria, as well as in gold as an inflation hedge.

The Spectravest Fund was one of the first Swiss Pillar 3 pension funds (3A) that can invest up to 100% in stocks. Outside the third pillar, the fund can also serve as a basic building block for an investment portfolio. The fund has received multiple awards in the past as the best fund in its investment category.

 

Peter Zeier

Fund Manager


Current Data

Client Profile

For legal reasons, we ask you to select your domicile and your investor type.

Class Date NAV Previous Day YTD Facts KID Availability
30.10.2025
2.42
0.2%
12.3%
30.10.2025
1.90
0.2%
12.8%
30.10.2025
1.21
0.2%
12.4%

Three Reasons to Buy

Equity Potential

Use the full potential of shares: While most pension funds allow a maximum of 50% shares, we have received approval from the regulator to be allowed to invest 100% in shares in our 3a fund.

No 0815 Portfolio

Thanks to the broad diversification across countries and sectors, the investment fund is the ideal entry-level investment to build up long-term assets. You will find stable Swiss SMEs, large international corporations, low-priced dividend pearls from Asia, cash flow-generating “no names” and the gold held as security in the portfolio.

Invest Regularly

Stocks deliver the best returns in the long run, but you never get the right start. We therefore recommend a monthly deposit for our 3a account, which is invested directly in the Spectravest fund. Regular depositing using a savings plan is a good sedative, especially for those who become nervous about large fluctuations.rden.


Awards

LSEG Lipper Fund Award 2025 - Switzerland

Mixed Asset CHF Aggressive - 10 Years


LSEG Lipper Fund Award 2025 - Switzerland

Mixed Asset CHF Aggressive - 5 Years


LSEG Lipper Fund Award 2024 - Switzerland

Mixed Asset CHF Aggressive - 5 Years


LSEG Lipper Fund Award 2024 - Switzerland

Mixed Asset CHF Aggressive - 3 Years


Refinitiv Lipper Fund Award 2023 - Switzerland

Mixed Asset CHF Aggressive - 5 Years


Refinitiv Lipper Fund Award 2023 - Switzerland

Mixed Asset CHF Aggressive - 3 Years


Refinitiv Lipper Fund Award 2022 - Switzerland

Mixed Asset CHF Aggressive - 5 Years


Refinitiv Lipper Fund Award 2022 - Switzerland

Mixed Asset CHF Aggressive - 3 Years


Refinitiv Lipper Fund Award 2021 - Switzerland

Mixed Asset CHF Aggressive - 5 Years


Refinitiv Lipper Fund Award 2019 - Switzerland

Mixed Asset CHF Aggressive - 3 Years


Thomson Reuters Lipper Fund Award 2018 - Switzerland

Mixed Asset CHF Aggressive - 3 Years



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