Simple Wealth

With Simple Wealth, you can begin investing with a minimum of USD 15,000 and grow your money using Zurich-managed funds. You can also add more money to your investment whenever you need to.

Who is it for?

Simple Wealth may be suitable for you if:

You've saved up some money and are ready to start investing, even if you're new to it
Simple Wealth is a great option for beginners because it has a lower minimum investment requirement compared to other products on the market.

You can handle a certain level of risk for potentially higher returns
Investing in funds comes with some risk, and our expert advisers can help you figure out your comfort level with risk and assist in managing your portfolio.

You can stay invested for at least five years
If you're saving for long-term goals like buying a house or planning for retirement, then Simple Wealth could be a good fit for you.

Who isn’t it for?

Simple Wealth may not be suitable for you if:

You're an experienced investor
Simple Wealth primarily offers a range of funds tailored for first-time investors. If you're seeking a more diverse range of investment options, alternative products might be more suitable for your needs.

You're not prepared for your funds to lose value
Investment values can go up and down, so if you are uneasy with the possibility that your investment might be worth less than what you initially put in at times, you might want to explore other options.

You prefer regular, fixed, monthly or yearly contributions
If you like to save gradually, you might want to choose a plan with flexible contributions instead of a one-time lump sum payment.