Strategies
Compare the performance of up to 6 strategies
| Equity 0 (Pension) | Equity 20 (Pension) | Equity 40 (Pension) | Equity 60 (Pension) | Equity 80 (Pension) | Equity 100 (Pension) | |
|---|---|---|---|---|---|---|
| Global | ||||||
| Switzerland | ||||||
| Sustainable |
finpension Equity 40 (Pension)
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Bonds | 99 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB 1-5 CHF NT CHF | CH0215803898 | 0.00 % | 99 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 20 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 2 % | Factsheet |
| Bonds | 70 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 28 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 21 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 14 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 7 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 40 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 4 % | Factsheet |
| Bonds | 50 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 15 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 5 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 60 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 18 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 6 % | Factsheet |
| Bonds | 30 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 9 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 3 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 80 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 24 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 16 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 16 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 8 % | Factsheet |
| Bonds | 10 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 1 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 99 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 29 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 10 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Bonds | 99 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB 1-5 CHF NT CHF | CH0215803898 | 0.00 % | 99 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 20 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 1 % | Factsheet |
| Bonds | 70 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 28 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 21 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 14 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 7 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 40 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 2 % | Factsheet |
| Bonds | 50 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 15 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 5 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 60 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 30 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 3 % | Factsheet |
| Bonds | 30 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 9 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 3 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 80 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 40 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 16 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 4 % | Factsheet |
| Bonds | 10 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF (I) NT CHF | CH0117045036 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Corp. World hedged CHF NTH1 CHF | CH0117052511 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 1 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 6 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 99 % | |||
| Swisscanto (CH) Index Equity Fund Large Caps Switzerland NT CHF | CH0215804714 | 0.00 % | 49 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Small & Mid Caps Switzerland NT CHF | CH0132501898 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NT CHF | CH0117044948 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World ex CH NTH CHF | CH0296590281 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH NT CHF | CH0267153598 | 0.00 % | 5 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets NT CHF | CH0117044971 | 0.00 % | 5 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Bonds | 99 % | |||
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB 1-5 CHF Responsible NT CHF | CH1286048231 | 0.00 % | 99 % | Factsheet |
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 20 % | |||
| Swisscanto (CH) Index Equity Fund Switzerland Total Responsible NT CHF | CH0451461963 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NT CHF | CH0215804755 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NTH CHF | CH0293345648 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH Responsible NT CHF | CH1220910934 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets Responsible NT CHF | CH0561458693 | 0.00 % | 2 % | Factsheet |
| Bonds | 70 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World Responsible NTH CHF | CH1146980946 | 0.00 % | 28 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF Responsible NT CHF | CH1140340709 | 0.00 % | 21 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 14 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 7 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 40 % | |||
| Swisscanto (CH) Index Equity Fund Switzerland Total Responsible NT CHF | CH0451461963 | 0.00 % | 16 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NT CHF | CH0215804755 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NTH CHF | CH0293345648 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH Responsible NT CHF | CH1220910934 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets Responsible NT CHF | CH0561458693 | 0.00 % | 4 % | Factsheet |
| Bonds | 50 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World Responsible NTH CHF | CH1146980946 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF Responsible NT CHF | CH1140340709 | 0.00 % | 15 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 5 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 60 % | |||
| Swisscanto (CH) Index Equity Fund Switzerland Total Responsible NT CHF | CH0451461963 | 0.00 % | 24 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NT CHF | CH0215804755 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NTH CHF | CH0293345648 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH Responsible NT CHF | CH1220910934 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets Responsible NT CHF | CH0561458693 | 0.00 % | 6 % | Factsheet |
| Bonds | 30 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World Responsible NTH CHF | CH1146980946 | 0.00 % | 12 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF Responsible NT CHF | CH1140340709 | 0.00 % | 9 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 6 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 3 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 80 % | |||
| Swisscanto (CH) Index Equity Fund Switzerland Total Responsible NT CHF | CH0451461963 | 0.00 % | 32 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NT CHF | CH0215804755 | 0.00 % | 16 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NTH CHF | CH0293345648 | 0.00 % | 16 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH Responsible NT CHF | CH1220910934 | 0.00 % | 8 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets Responsible NT CHF | CH0561458693 | 0.00 % | 8 % | Factsheet |
| Bonds | 10 % | |||
| Swisscanto (CH) Index Bond Fund Corp. World Responsible NTH CHF | CH1146980946 | 0.00 % | 4 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Total Market AAA-BBB CHF Responsible NT CHF | CH1140340709 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Bond Fund World (ex CHF) Govt. hedged CHF NTH CHF | CH0117045317 | 0.00 % | 2 % | Factsheet |
| Swisscanto (CH) Index Bond Fund Emerging Markets Hard Currency NTH CHF | CH0398970274 | 0.00 % | 1 % | Factsheet |
| Real Estate | 9 % | |||
| Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF | CH0117052545 | 0.00 % * | 4 % | Factsheet |
| Swisscanto (CH) IPF I Index Real Estate Fund North America indirect NT CHF | CH0215804730 | 0.00 % | 3 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF | CH0117052669 | 0.00 % | 1 % | Factsheet |
| Swisscanto (CH) Index Real Estate Fund Europe (ex CH) indirect NT CHF | CH0117052586 | 0.00 % | 1 % | Factsheet |
|
* Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF invests in real estate funds that are represented in the SXI Real Estate Funds Broad Total Return Index. These real estate funds have TER costs. In the factsheet on Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF, the TER costs of the sub-funds are shown under «Total Expense Ratio p.a.». Swisscanto (CH) Index Real Estate Fund Switzerland indirect NT CHF itself has a TER of 0.00 %. |
||||
| Fund name | ISIN | TER | Weight | |
|---|---|---|---|---|
| Cash | ||||
| Cash | 0.00 % | 1 % | ||
| Equities | 99 % | |||
| Swisscanto (CH) Index Equity Fund Switzerland Total Responsible NT CHF | CH0451461963 | 0.00 % | 39 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NT CHF | CH0215804755 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund World (ex CH) Responsible NTH CHF | CH0293345648 | 0.00 % | 20 % | Factsheet |
| Swisscanto (CH) IPF I Index Equity Fund Small Cap World ex CH Responsible NT CHF | CH1220910934 | 0.00 % | 10 % | Factsheet |
| Swisscanto (CH) Index Equity Fund Emerging Markets Responsible NT CHF | CH0561458693 | 0.00 % | 10 % | Factsheet |
Individualise strategy
The investment strategies can be adjusted free of charge. You can use other index building blocks or change the weights. A wide range of index funds is available to you.
Institutional fund access
What you are denied as a private investor, you can do through the finpension 3a Retirement Savings Foundation. You can invest in the fund class otherwise reserved for institutional investors. This and our flat fee of 0.39% mean that you can invest in securities at significantly lower cost than is possible with conventional pension funds.
Indexfunds
The investment strategies are implemented with index funds. Like ETFs, index funds are passive investment instruments. However, index funds have two major advantages over ETFs:
- Withholding taxes on foreign dividends and interest income can be reclaimed thanks to an investor group control system.
- There are no stamp duties on the purchase and sale of the funds (0.075 % each saved for Swiss ETFs and 0.15 % each for foreign ETFs).
Custodian Bank
finpension is independent of banks. We have no contractual obligation to sell certain funds, nor does any custodian bank have an interest in finpension. This independence enables us to react quickly to changes and to transfer securities to another custodian bank if necessary.
The finpension 3a Retirement Savings Foundation currently has access to the institutional funds of three fund houses, Credit Suisse, Swisscanto and UBS. The funds of these fund houses are used by many pension funds as well and manage a very high volume of well over CHF 100 billion.