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 20 | Feb 20 | Mar 20 | Apr 20 | May 20 | Jun 20 | Jul 20 | Aug 20 | Sep 20 | Oct 20 | Nov 20 | Dec 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 % | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|
| Flex20 investment pool | 2.16 | 1.53 | 5.80 | -3.48 | 10.33 |
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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Do you have any questions about our investment strategies?We would be pleased to answer them.