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. 


Cumulated in %Mar 19Apr 19May 19Jun 19Jul 19Aug 19Sep 19Oct 19Nov 19Dec 19Jan 20Feb 20
Flex20 investment pool 4.81 6.44 5.59 7.04 7.97 8.41 8.80 9.15 10.25 10.33 1.01
Benchmark 5.11 6.35 5.67 7.40 8.57 9.23 9.32 9.59 10.74 10.82 1.10

* currently not available

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

Contact us

Do you have any questions about our investment strategies?
We would be pleased to answer them.