Overview
The investment objective of the investment group is to achieve an attractive return in CHF, using the opportunity of international diversification.
Given the high equity component, which can range between 65% and 85%, of the net assets, depending on the market situation, the investment horizon should have a term of at least 10 years.
The investment group also invests worldwide in fixed- and variable-rate securities, and in indirect real estate investments.
The unhedged portion of the foreign currency exposure may not exceed 30% of the net assets.
The investment group has an average equity component of over 50% and therefore exceeds the defined category limit for equities under Art. 55 BVV 2.
Because of the higher equity component, this investment group has a greater risk exposure than investment products with a maximum equity component of 50%.
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).
Risks
Features
| SFDR Classification |
n.a.
|
| Maturity |
Open end
|
| Minimum investment |
n.a.
|
| Securities no. |
43665420
|
| ISIN |
CH0436654203
|
| Bloomberg Ticker |
CS2M75E SW
|
| Reuters Id |
43665420X.CHE
|
Performance and Prices
Percentage growth
as of April 23, 2026| CHF(%) | EUR(%) | USD(%) | |
| YTD | 1.76 | 3.17 | 2.88 |
| 1M | |||
| 3M | |||
| 6M | |||
| 1Y | |||
| 2Y | 10.57 | 11.52 | 26.48 |
| 3Y | |||
| 5Y | 24.01 | 49.29 | 45.10 |
| ø p.a.5Y | 4.40 | 8.34 | 7.73 |
