Overview
The investment objective of the investment group is to achieve a return in CHF that corresponds to the risk structure.
To this end, the investment group invests via collective investment schemes in fixed- and variable-rate money market investments, bonds and debt instruments, as well as in Swiss mortgages and real estate.
The share of real estate and mortgages comprises at least 30% of the investment group's assets.
Foreign currency bonds are hedged against the Swiss franc as comprehensively as possible.
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).
Pertaining to Art. 29 para. 1 (e) ASV and the investment guidelines of the 麻豆社 Investment Foundation 4, the category limit for real estate under BVV 2 may be exceeded as of 1 December 2022.
The investment guidelines of the investment group allow the BVG 2 real estate limit of 30% to be exceeded up to a maximum of 34%.
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 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. |
23113558
|
| ISIN |
CH0231135580
|
| Bloomberg Ticker |
CSABVL3 SW
|
| Reuters Id |
23113558X.CHE
|
Performance and Prices
Percentage growth
as of May 28, 2026| CHF(%) | EUR(%) | USD(%) | |
| YTD | 0.57 | 2.36 | 1.52 |
| 1M | |||
| 3M | |||
| 6M | |||
| 1Y | |||
| 2Y | 1.85 | 2.73 | 16.51 |
| 3Y | |||
| 5Y | 7.25 | 28.63 | 22.99 |
| ø p.a.5Y | 1.41 | 5.16 | 4.23 |
