Hamburg, Zurich and Vaduz, November 14, 2023. The HanseMerkur Group is now offering a new investment solution with the “HMTS Schweiz Tresor Fonds” and the “Swiss Fonds Policy”. This combines the use of various asset classes with strategic investment and is based on a diversified portfolio structure. Investors thus have a new and innovative opportunity to invest in the stable Swiss market and achieve long-term capital gains. It is distributed in Germany in the form of a unit-linked life insurance policy by Advigon Versicherung AG.
The HMTS Schweiz Tresor Fund is essentially characterized by an investment strategy that focuses on high security and clear diversification. The fund invests one third each in the following key areas:
1. Physical gold: this solid investment offers investors a hedge against economic turbulence and inflation. Gold has historically proven to be a safe haven.
2. Swiss equities: The fund participates in the long-term growth prospects of the Swiss equity market, which is known for its strong economic fundamentals.
3. Swiss commercial real estate: Investments in Swiss commercial real estate offer a regular source of income and contribute to the stability of the portfolio. The Swiss real estate sector has proven to be reliable in recent years and is considered extremely attractive by investors.
The HanseMerkur Trust Swiss AG fund is sold exclusively through Advigon Versicherung AG as a unit-linked life insurance policy under the name “Swiss Fonds Police” in Germany. This approach offers investors the opportunity to combine their investments with the advantages of a classic life insurance policy and at the same time benefit from the good situation of the Swiss market. The “Swiss Fonds Policy” from Advigon Versicherung AG offers flexibility for deposits and withdrawals and allows investments from as little as CHF 15,000.
Both Advigon Versicherung AG and HanseMerkur Trust Swiss are wholly owned subsidiaries of the HanseMerkur Group.
“In times of heightened political and economic uncertainty, it makes sense to spread the risks of personal investments widely and not just concentrate on investments from the eurozone. The HMTS Schweiz Tresor Fund is based on the classic three-spoke rule of asset investment: one third in real estate, one third in shares and one third in gold”, explains Dominik Nordmann, Managing Director of HanseMerkur Trust Swiss AG.
Further information on the HMTS Schweiz Tresor Fund is available at hmts.ch/fonds and advigon.com/versicherungen/kapitalanlagen/fondsbasierte-kapitalanlage.
About HanseMerkur
With an annual turnover of EUR 2.6 billion (2022), HanseMerkur is the only independent and group-independent insurance group in the Hamburg financial center. The roots of the 148-year-old personal insurer lie in health insurance, which is still the company’s main line of business today. HanseMerkur also specializes in private supplementary cover for those with statutory health insurance and is one of the largest German providers in this segment with around 1.3 million supplementary policyholders (2022). With premium income of EUR 267.6 million (2022) in the travel and leisure segment, it is also one of the market leaders in the tourism insurance sector. Further information at hansemerkur.de.