Overview
The investment group invests indirectly via indexed investment funds worldwide in equities as well as in fixed- and variable-rate securities (inflation-linked in part).
The investments are made in five different asset classes in accordance with the benchmark (physical replication).
The share of equity investments ranges between 20% and 30%.
The hedged share of the foreign currency exposure is at least 82%.
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).
Risks
Features
| SFDR Classification |
n.a.
|
| Maturity |
Open end
|
| Minimum investment |
n.a.
|
| Securities no. |
43665425
|
| ISIN |
CH0436654252
|
| Bloomberg Ticker |
CS2I25E SW
|
| Reuters Id |
43665425X.CHE
|
Performance and Prices
Percentage growth
as of April 23, 2026| CHF(%) | EUR(%) | USD(%) | |
| YTD | 0.90 | 2.30 | 2.01 |
| 1M | |||
| 3M | |||
| 6M | |||
| 1Y | |||
| 2Y | 2.75 | 3.63 | 17.53 |
| 3Y | |||
| 5Y | 2.46 | 23.34 | 19.88 |
| ø p.a.5Y | 0.49 | 4.29 | 3.69 |
