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Investment philosophy

With its indexed investment philosophy, Helvetia Investment Foundation – the best address for a successful partnership – has been skilfully helping autonomous and semi-autonomous pension funds to master their challenging function of providing occupational benefit scheme coverage since 1993.

Pioneer in index-linked investments

Helvetia Investment Foundation was the first investment foundation to specialise in the consistent use of indexed investment vehicles. Given the efficient way in which the financial markets determine price and the low cost structure of Helvetia Investment Foundation, our indexed investment groups turn in excellent results in the medium as well as the long term.

We impressively manage to track the different reference indices as closely and cost-effectively as possible, as is repeatedly confirmed by our excellent rankings in the performance comparison published by KGAST.

Core-satellite

Our core-satellite investment products represent the ideal combination between indexed and active portfolio management. Here, the indexed core portfolio is combined with actively managed satellite portfolios.

Transparency

The indexed investment strategy is also convincing thanks to its transparency. The fixed benchmark index makes it easier for the investor to understand the risk and yield features of the individual investment groups. The performance of the investment foundation can be exactly measured and evaluated at any time using the benchmark.

In a medium- and long-term comparison, indexed investment strategies usually turn in better results than active strategies. This empirical value makes index-linked investments particularly advisable for occupational benefit schemes.

As a specialist for indexed investments, we offer investment groups with solid development perspectives for 2nd pillar assets.