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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

– compulsory: 1.00%

– supplementary: 1.00%

Conversion rates
– from 2016
Pool investments

coverage rate

asset Allocation


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
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 01/2018

general regulation provisions 01/2017

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.

Reporting date Coverage rate
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.

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