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 % | Mar 19 | Apr 19 | May 19 | Jun 19 | Jul 19 | Aug 19 | Sep 19 | Oct 19 | Nov 19 | Dec 19 | Jan 20 | Feb 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
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Do you have any questions about our investment strategies?We would be pleased to answer them.