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Strategy Pension 50 A

Overview

  • Current Value CHF 9.64
  • Previous Value CHF 9.64
  • Difference to day before -0.04 %
  • Launch Date 09/25/2017

The objective of the Strategy Fund Pension 50 is to achieve growth in value in line with the market over the long term. The targeted return is composed of capital gains, dividends and interest. To this end, the sub-fund invests on a diversified basis worldwide, primarily in money market, bond and equity funds, and taking into account the investment restrictions on occupational retirement, survivors' and disability benefits (BVV2). The share of equities is generally around 50%, whereby the shares of the various asset classes are variable within predefined bandwidths (see prospectus and fact sheet).

Swiss Rock (CH) - Swiss Rock Strategy Pension 50 A

Performance

  • YTD (Year-to-Date) +3.73 %
  • 1 Month +2.40 %
  • 3 Months +3.21 %
  • 6 Months -1.89 %

Last Update: 02/06/2023

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