Swisscanto Flex Collective Foundation FLEX40
Start of performance calculation: 01/04/2013
Assets as at 31/12/2018 in CHF million: 241.94
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 pursues a balanced investment strategy with which it aims to generate capital gains on equity investments in addition to 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Flex40 investment pool | 0.58 | -3.29 | -9.25 | -4.64 | -3.30 | -2.56 | ||||||
| Benchmark | 0.63 | -3.16 | -9.82 | -5.47 | -3.97 | -2.96 |
* currently not available
| Cumulated in % | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|
| Flex40 investment pool | 1.36 | 1.62 | 9.41 | -5.04 | 14.25 |
The equity share lies at 40% on average, the bond share at some 18% and the real estate share at around 25%.
Current positioning and bandwidths
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