How to buy | Vanguard Switzerland Private Investor (2024)

FAQs

What is the average return on investment in Switzerland? ›

In real terms, the return from Swiss equities averaged 5.6% between 1926 and 2023, only slightly down from the 6.0% figure for the period between 1926 and 1998. The variation is smaller for Swiss bonds, which made an average annualised 10-year real return of 2.0% up to the end of 2023 compared with 2.1% at end-1998.

Through your online brokerage account

If you're a do-it-yourself investor you can buy Vanguard Exchange Traded Funds (ETFs) during regular trading hours through an online brokerage account. To buy Vanguard mutual funds, check with your online broker for availability.

ETF shares can be bought or sold only through a broker. Investing in ETFs entails stockbroker commission and a bid-offer spread which should be considered fully before investing.

Investing in Switzerland. Switzerland can be a great place to invest, with a stable economy and strong business culture. Find out more with our guide. There are many different forms of investment available in Switzerland, ranging from property to stocks and shares.

Risks: Bonds are widely considered as the safest investment option. A bond is a fixed-income security, whereby an entity borrows funds from an investor for a specific time period and promises to return capital at maturity with a fixed or variable interest rate.

The most common way for Swiss residents still is to invest with a local bank. Banks offer a wide variety of different investment options for all kinds of risk profiles. At some banks you also have the option to pick individual stocks.

If you're moving abroad, there are 3 options for managing your Vanguard account: sell your funds, withdraw the cash and close your account. keep your account with restricted access. transfer to a provider who supports overseas residents.

A stable currency, a federal state system, strong purchasing power, and economic, social and political stability guarantee a high level of security for investments in Switzerland. Switzerland isn't in the EU, but it has bilateral trade agreements in place with every country in Europe.

What is the largest Swiss ETF? ›

The largest Switzerland ETF is the iShares MSCI Switzerland ETF EWL with $1.15B in assets.

In simple terms, withholding tax is the domestic withholding tax. This withholding tax at the ETF level can be reclaimed by the ETF provider if it is domiciled in Switzerland. And the ETF provider must also deduct 35% withholding tax, which you can claim back with your tax return.

Invest a minimum of CHF 5 million in a real estate project or CHF 1 million in a Swiss company.

Industrialization and innovation

Switzerland is renowned for having a strong and varied export market. Pharmaceuticals, gems, chemicals, and machinery are the main contributors. Another key factor is Switzerland's focus on its own industries.

What is a fixed-rate mortgage? As of January 2024, mortgage interest rates in Switzerland lie between 1.85% and 2.55% for a 10-year fixed-rate mortgage with a mortgage amount of 750,000 Swiss francs.

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.