We have expanded the VrijBeleggen investment offering with 4 new passive equity funds. This better meets the needs of VrijBeleggen investors.
Responses to previous adjustments
At the beginning of this year, we adjusted the fund offering. Some passive index trackers from iShares were removed. We received many responses to this change. For this reason, we are expanding the VrijBeleggen investment offering.
We understand that some participants value the option to invest in commercial index trackers. That is why we are adding 4 new passive equity funds from Vanguard, without a sustainability policy. These are the following funds:
- Zwitserleven (PPI) Vanguard US 500 (Unhedged)
- Zwitserleven (PPI) Vanguard Europe
- Zwitserleven (PPI) Vanguard Emerging
- Zwitserleven (PPI) Vanguard Japan
Would you like to know more about the new funds and the VrijBeleggen investment option? Please visit zwitserleven.nl/vrijbeleggen. There you will find an overview of all funds.
Compensation of costs
Are you considering switching to one or more of these new funds? And were you invested in iShares ETF funds at the time of the previous change to the fund offering? If so, we will reimburse the entry and exit costs. This applies to changes to the new funds that are completed by 31 July 2026 at the latest.
Adjusting funds
In MijnZwitserleven, you can adjust your investments. Go to ‘MijnPensioen’, then to ‘Beleggingen’. There you can choose ‘Fondsverdeling aanpassen’. You can change your current fund allocation, the allocation of future contributions, or both.
Would you like to know more?
Would you like advice on what best suits your situation? Please contact an adviser. Do you have questions about this change? Please contact us.
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