Overview
The investment group invests indirectly via indexed investment funds in fixed- and variable-rate securities (inflation-linked in part), in equities and in Swiss real estate.
The investments are made in six different asset classes in accordance with the benchmark (physical replication).
The share of equity investments ranges between 40% and 50%.
The hedged share of the foreign currency exposure is at least 70%.
Besides the broad diversification – different asset classes that in turn invest is several thousand individual securities – the investment group is defined by low administration costs (e.g. research or transaction costs).
The investment group therefore meets the investment regulations under the Ordinance on Occupational Retirement, Survivors' and Disability Pension Plans (BVV 2) and the Ordinance on Investment Foundations (ASV).
Benefits
A comprehensive fund solution that meets the legal requirements of pillars 2 and 3a.
No minimum investment amount.
Income within the framework of pension provision is tax-free until disbursement.
Flexible use of funds upon retirement.
Investors benefit from diversified market opportunities worldwide in the equity asset class.
Pursue retirement savings goals while promoting sustainable investments thanks to ESG aspects.
Risks
Features
| SFDR Classification |
n.a.
|
| Maturity |
Open end
|
| Minimum investment |
n.a.
|
| Securities no. |
11269573
|
| ISIN |
CH0112695736
|
| Bloomberg Ticker |
CSAB45I SW
|
| Reuters Id |
11269573X.CHE
|
Performance and Prices
Percentage growth
as of April 23, 2026| CHF(%) | EUR(%) | USD(%) | |
| YTD | 1.18 | 2.58 | 2.29 |
| 1M | |||
| 3M | |||
| 6M | |||
| 1Y | |||
| 2Y | 5.24 | 6.14 | 20.39 |
| 3Y | |||
| 5Y | 7.91 | 29.91 | 26.26 |
| ø p.a.5Y | 1.53 | 5.37 | 4.77 |
