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Our group foundations Helvetia LOB Invest Group Foundation

Helvetia LOB Invest Group Foundation

Key figures
Annual reports	2017	2016	Archiv
Active insured	474	219
Pension recipients	3	1
Associated companies	94	55
Interest on old-age saving 2018/2019	– compulsory: 1.00% – supplementary: 1.00%
Conversion rates	from 2016 The conversion rate – Brochure

Reporting
Pool investments	coverage rate asset Allocation current prices and performances Performance of the business years

General information
Board of foundation	The board of foundation of Helvetia BVG Invest consists of an equal number of employer and employee representatives of the associated companies (pension funds). Elections are held every five years.
Pension model	Semi-autonomous solution in which the risk benefits death and disability are guaranteed by Helvetia Insurance. The age risk is borne by the foundation itself.
Foundation management	Helvetia Insurance, Basel
Investment management	Helvetia Investment Foundation, Basel
Supervisory authority	cantonal or regional office for the supervision of vested benefits
Auditors	KPMG, Zurich
Pension fund actuary	BERAG, Beratungsstelle für die 2. Säule AG, Basel
Additional information	Helvetia LOB Invest Group Foundation - information sheet board of trustees - information sheet
Our pension solution	Helvetia LOB invest

Legal documents
In the following you will find all the legal documents that govern the different legal relationships of Helvetia LOB Invest Group Foundation:
Legal relationship with employees	general regulation provisions 01/2019 general regulation provisions 01/2018
Legal relationship with companies	sample contract of association (The foundation instrument as well as the costs, organisation rules and election rules form an integral part of the contract of association.)

Coverage rate

The coverage rate¹ refers as per the reporting date to the Helvetia LOB Invest Group Foundation, whose pool investment is invested in the asset allocation LOB-Mix Plus 30 at Helvetia Investment Foundation.

Coverage rate
Reporting date	Coverage rate
30.11.2018	101.2 %
31.10.2018	100.8 %
30.09.2018	102.7 %
31.08.2018	103.0 %
31.07.2018	104.3 %
30.06.2018	103.3 %
31.05.2018	103.4 %
30.04.2018	104.9 %
31.03.2018	103.3 %
28.02.2018	103.8 %
31.01.2018	105.6 %

31.12.2017	106.2 %
31.12.2016	105.9 %
31.12.2015	106.1 %
31.12.2014	104.2 %

^{1 The relevant coverage rate is based on extrapolations and is not revised. We do not provide any guarantee of completeness or accuracy.}

Performance of the business years
Year	Performance
2018	- 6.0%
2017	8.4 %
2016	6.1 %
2015	0.5 %
2014	9.5 %
2013	1.3 %

Ø last 5 years	3.7 %

Performance of the business years from 1.1.- 31.12.

Occ. benefit scheme