Swisscanto Flex Collective Foundation FLEX20
Start of performance calculation: 04/01/2010
The actively managed pool fund invests in equities, bonds and real estate plus alternative investments. The assets are invested in Swisscanto funds and units in investment foundations. The investment pool is invested fairly conservatively. It pursues an investment strategy aimed at achieving a high regular income.
Yield
| Cumulated in % | Jan 21 | Feb 21 | Mar 21 | Apr 21 | May 21 | Jun 21 | Jul 21 | Aug 21 | Sep 21 | Oct 21 | Nov 21 | Dec 21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Flex20 investment pool | -0.47 | |||||||||||
| Benchmark | -0.56 |
* currently not available
| Cumulated in % | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|
| Flex20 investment pool | 1.53 | 5.80 | -3.48 | 10.33 | 4.18 |
The allocations of bonds at around 38%, real estate at around 25% and equities at 22% on average help to diversify risk and increase potential income.
Current positioning and bandwidths
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