Overview
The investment objective of the investment group is to achieve an appropriate return in CHF, using the opportunity of international diversification.
The investment group invests worldwide in fixed- and variable-rate securities, in equities and in indirect real estate investments.
The share of equity investments comprises between 15% and 35% of the net assets.
The unhedged portion of the foreign currency exposure may not exceed 30% of the net assets.
The investment group therefore meets the investment regulations under the Ordinance on Occupational Retirement, Survivors' and Disability Pension Plans (BVV 2) and the Ordinance on Investment Foundations (ASV).
Benefits
A comprehensive fund solution that meets the legal requirements of pillars 2 and 3a.
No minimum investment amount.
Income within the framework of pension provision is tax-free until disbursement.
Flexible use of funds upon retirement.
Investors benefit from diversified market opportunities worldwide across asset class and in individual securities, as well as across asset managers and investment styles.
Pursue retirement savings goals while promoting sustainable investments thanks to ESG aspects.
Risks
Features
| SFDR Classification |
n.a.
|
| Maturity |
Open end
|
| Minimum investment |
n.a.
|
| Securities no. |
788833
|
| ISIN |
CH0007888339
|
| Bloomberg Ticker |
CSABVGD SW
|
| Reuters Id |
788833X.CHE
|
Performance and Prices
Percentage growth
as of May 29, 2026| CHF(%) | EUR(%) | USD(%) | |
| YTD | 1.64 | 3.72 | 3.06 |
| 1M | |||
| 3M | |||
| 6M | |||
| 1Y | |||
| 2Y | 1.89 | 2.76 | 16.55 |
| 3Y | |||
| 5Y | 2.80 | 23.61 | 18.41 |
| ø p.a.5Y | 0.55 | 4.33 | 3.44 |
