Performance
Le immobilizzazioni dell’Helvetia Fondazione d’investimento sono oggetto di valutazione settimanale (giorno determinante: mercoledì).
| YTD | Trimestre | 1 anno | 3 anni p.a. | 5 anni p.a. | 10 anni p.a. | Dal lancio p.a. | |
|---|---|---|---|---|---|---|---|
| 01.01.24 24.04.24 | 01.01.24 31.03.24 | 01.04.23 31.03.24 | 01.04.21 31.03.24 | 01.04.19 31.03.24 | 01.04.14 31.03.24 | - 31.03.24 | |
| Azioni Svizzera SBD 100 ESG | 1.8% | 5.3% | 8.0% | 1.9% | 6.4% | n.a. | 7.6% |
| Benchmark | 4.0% | 6.0% | 6.2% | 3.3% | 6.6% | n.a. | 5.9% |
| LPP-Mix | 2.9% | 3.6% | 7.5% | 1.0% | 2.5% | 2.9% | 4.2% |
| Benchmark | 2.6% | 3.5% | 7.4% | 1.2% | 2.8% | 3.5% | 4.5% |
| LPP-Mix Plus 35 | 3.2% | 3.8% | 6.8% | 1.0% | 3.0% | 3.6% | 3.5% |
| Benchmark | 3.1% | 3.8% | 7.2% | 2.0% | 3.8% | 4.3% | 4.4% |
| Immobili Svizzera* | 1.6% | 1.6% | 2.6% | 3.7% | 3.6% | 3.5% | 3.6% |
| Benchmark* | 0.7% | 0.7% | 2.0% | 3.8% | 4.2% | 4.6% | 4.7% |
| Immobili Romandie* | 0.5% | 0.5% | 3.0% | 3.7% | 3.6% | n.a. | 4.6% |
| Benchmark* | 0.7% | 0.7% | 2.0% | 3.8% | 4.2% | n.a. | 4.5% |
| Ipoteche Svizzera** | 1.5% | 1.5% | 2.8% | -2.7% | -0.7% | n.a. | -0.6% |
| Benchmark** | 0.7% | 0.7% | 6.1% | -1.7% | -0.9% | n.a. | -0.4% |
Conteggi a 1, 3, 5 e 10 anni (fonte: confronto della performance KGAST/CAFP)
* YTD = 01.01.2023 - 31.03.2024
** YTD = 01.01.2024 - 31.03.2024