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 20Feb 20Mar 20Apr 20May 20Jun 20Jul 20Aug 20Sep 20Oct 20Nov 20Dec 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 %20152016201720182019
Flex40 investment pool1.361.629.41-5.0414.25

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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