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Facts and figures of the Helvetia LOB Invest Group Foundation

Voluntary contribution

For the year 2022, the insured persons of Helvetia LOB Invest Group Foundation will receive a voluntary contribution of 0.20% from Patria Genossenschaft in addition to the guaranteed interest. The credit will be made on 01.01.2023.

Funding ratio 2018 – 2022
The coverage rate refers as per the reporting date to the Helvetia LOB Invest Group Foundation.
108.6 %


104.6 %
106.5 %
100.2 %
Funding ratio 2023 (monthly)
The coverage rate refers as per the reporting date to the Helvetia LOB Invest Group Foundation.
100.00 %*


100.12 %*


99.00 %*


98.52 %*


99.15 %*


*This value is based on extrapolations and is not revised.

Performance of the business years
The insured persons' pension assets are invested in the investment group LOB-Mix Plus 35 of Helvetia Investment Foundation. Performance of the business years from 1.1.– 31.12 was:
-10.2 %


7.8 %


2.0 %
13.4 %
-6.0 %
1.4 %
Ø last 5 years

Legal documents

Video – Pension fund regulations

The currently valid legal documents that govern the different legal relationships of Helvetia LOB Invest Group Foundation can be found here below:

The General Regulation Provisions have been revised and made clearer and more readable. The annexes to the General Regulation Provisions (organization and partial liquidation regulations) are also managed as separate regulations. The numbering in benefit plans issued before 01.01.2020 may therefore differ from the numbering in General Regulation Provisions issued at a later date. In such cases, please refer to the subject sections.

Legal relationship with employees

general regulation provisions
organization rules
partial liquidation rules
investment rules

Legal relationship with companies

sample contracts of association (The foundation instrument as well as the costs, organisation rules and election rules form an integral part of the contract of association.)

Board of foundation

The Board of Trustees of the Helvetia LOB Invest Group Foundation has been elected for the term of office 2020 to 2025.

Employer representatives

Michael Siber, Netrics Zürich AG, Opfikon

Tecla Solari, TechLA GmbH, Bäch SZ

Employee representatives

Rebecca Luperto, LEXO GmbH, Teufen AR

Christoph Abt, Hess Holzbau AG, Ziefen BL

General information
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
Dipeka AG, Basel

Payment details:

Credit Suisse (Switzerland) AG, 8070 Zurich

IBAN-No.: CH55 0483 5127 1431 7100 0
In favour of: Helvetia LOB Invest Group Foundation, St. Alban-Anlage 26, 4002 Basel