I am interested in
?
The “Search” function is not available at the moment, please try again later.
Please get in contact with us. To contact form

Performance

The non-current assets of Helvetia Investment Foundation are valued weekly (every Wednesday).
  YTD Quarter 1 Year 3 Years p.a. 5 Years p.a. 10 Years p.a. Since launch p.a.
  01.01.21 21.07.21 01.04.21 30.06.21 01.07.20 30.06.21 01.07.18 30.06.21 01.07.16 30.06.21 01.07.11 30.06.21 - 30.06.21
Swiss Shares SBD 100 13.9% 6.6% 27.8% 11.0% 13.7% n.a. 11.5%
Benchmark 16.1% 9.5% 23.4% 14.1% 12.1% n.a. 8.7%
               
LOB-Mix 5.9% 2.7% 9.4% 4.9% 3.8% 4.5% 4.6%
Benchmark 5.7% 2.7% 9.7% 5.7% 4.5% 5.2% 5.0%
               
LOB-Mix Plus 35 6.5% 2.4% 11.3% 5.0% 4.9% n.a. 4.6%
Benchmark 6.6% 3.2% 10.7% 7.0% 5.9% n.a. 5.5%
               
Swiss real estate* 1.7% 1.1% 4.1% 3.6% 3.7% n.a. 3.7%
Benchmark* 2.2% 1.1% 4.4% 4.7% 4.9% n.a. 5.0%
               
Romandie real estate* 3.1% 2.3% 5.1% 4.1% 5.4% n.a. 5.4%
Benchmark* 2.2% 1.1% 4.4% 4.7% 4.9% n.a. 4.9%
               
Mortgages Switzerland** 0.3% 0.1% 0.6% n.a. n.a. n.a. 5.2%
Benchmark** -0.4% 0.0% 1.1% n.a. n.a. n.a. 2.9%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2021 - 30.06.2021
** YTD = 01.01.2021 - 30.06.2021