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Helvetia LOB Invest Group Foundation

Key figures
Annual reports 2018 2017 Archiv
Active insured 963 474  
Pension recipients 5 3  
Associated companies 323 94  
Interest on old-age saving 2019

– compulsory: 1.00%

– supplementary: 1.00%

Conversion rates


as of 2020 - for insured persons as of 2020

2020–2024 - for insured persons before 2020

The conversion rate – Brochure

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.

Employer representatives:
Michael Siber, President, nexellent AG, Glattbrugg
Olivier Annaheim, Mungo Befestigungstechnik AG, Olten

Employee representatives:
Rebecca Luperto, Vice President, LEXO GmbH, Speicherschwendi
Iven Schellhorn, MoneyPark AG, Pfäffikon SZ

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 01/2019

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
31.10.2019 106.18 %
30.09.2019 105.82 %
31.08.2019 105.27 %
31.07.2019 105.33 %
30.06.2019 105.12 %
31.05.2019 103.65 %
30.04.2019 105.25 %
31.03.2019 102.72 %
28.02.2019 102.05 %
31.01.2019 101.9 %
31.12.2018 100.2 %
31.12.2017 106.2 %
31.12.2016 105.9 %
31.12.2015 106.1 %

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.

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