Swisscanto Flex Collective Foundation FLEX20


Start of performance calculation: 04/01/2010
Assets as at 31/12/2018 in CHF million: 894.65

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 20Feb 20Mar 20Apr 20May 20Jun 20Jul 20Aug 20Sep 20Oct 20Nov 20Dec 20
Flex20 investment pool 1.01 -1.16 -6.38 -2.65 -1.83 -1.31
Benchmark 1.10 -1.08 -6.93 -3.50 -2.53 -1.79

* currently not available

Cumulated in %20152016201720182019
Flex20 investment pool2.161.535.80-3.4810.33

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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