Cookies and third-party cookies are activated on this page in order to offer you the best possible service and to provide information and offers. By using the Internet pages of Helvetia, you declare your agreement and consent to data processing by Helvetia. Further information - including how to deactivate cookies - can be found in the Privacy Policy.

  • 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

LOB-Mix 30

Characteristics
Foundation year
2013
Security no.
3539998 (ISIN: CH0035399986)
Bloomberg
BVGMP30SW
 
Strategic asset allocation* Benchmark
26% Swiss Shares SBD 100
Swiss Performance Index SPI (TR)
9% Global Shares MSCI World ex Switzerland (TR Net)
24% Swiss Bonds
Swiss Bond Index SBI Total AAA-BBB (TR)
5% Global Bonds FTSE World Broad Investment-Grade Corporate Bond Index (TR)
26% Real Estate
KGAST Immo-Index Mixed
10% Mortgages
Swiss Bond Index SBI Total AAA-BBB 5-7Y (TR)

* New asset allocation as per decision of the Board of Foundation on 27 November 2018. Implementation of the new asset allocation will take place in stages and will be completed by Q1 2019.

In addition, to improve diversification and reduce the risk, our LOB-Mix Plus 30 investment group comprises 26% real estate and 10% mortgages.

Further downloads
Quarterly report PDF
KGAST Performance Comparison PDF