Swisscanto Flex Collective Foundation FLEX 40
Start of performance calculation: 01/04/2013
The actively managed pool assets invest in equities, bonds and real estate. The assets are invested in Swisscanto funds and units in investment foundations. The investment pool pursues a balanced investment strategy with which it aims to generate capital gains on equity investments in addition to regular income.
Return ytd
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Flex 40 investment pool | -0.27 | 0.52 | 4.06 | 5.12 | 6.20 | 9.11 | 9.65 | 11.53 | ||||
| Benchmark | -0.58 | 0.21 | 3.84 | 4.90 | 6.01 | 8.76 | 9.50 | 11.04 |
Return since inception
| Cumulated in % | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|
| Flex 40 investment pool | 1.62 | 9.41 | -5.04 | 14.25 | 4.90 |
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