Vested Benefits Foundation

Investment focus

Investment risk: medium
finpension Equity 0
Product costs (TER): 0.00 %
finpension Equity 20
Product costs (TER): 0.00 %
finpension Equity 40
Product costs (TER): 0.00 %
finpension Equity 60
Product costs (TER): 0.00 %
finpension Equity 80
Product costs (TER): 0.00 %
finpension Equity 100
Product costs (TER): 0.00 %
finpension Equity 0
Product costs (TER): 0.00 %
finpension Equity 20
Product costs (TER): 0.00 %
finpension Equity 40
Product costs (TER): 0.00 %
finpension Equity 60
Product costs (TER): 0.00 %
finpension Equity 80
Product costs (TER): 0.00 %
finpension Equity 100
Product costs (TER): 0.00 %
finpension Equity 0
Product costs (TER): 0.00 %
finpension Equity 20
Product costs (TER): 0.00 %
finpension Equity 40
Product costs (TER): 0.00 %
finpension Equity 60
Product costs (TER): 0.00 %
finpension Equity 80
Product costs (TER): 0.00 %
finpension Equity 100
Product costs (TER): 0.00 %

 

Compare the performance of up to 6 strategies

  Equity 0 Equity 20 Equity 40 Equity 60 Equity 80 Equity 100
Global
Switzerland
Sustainable

finpension Equity 40

Asset 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
Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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
Asset 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
Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NTH 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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
Asset 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
Asset 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 NT CHF CH0267153598 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 hedged CHF NTH CHF CH0117052511 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NT CHF CH0267153598 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 hedged CHF NTH CHF CH0117052511 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NT CHF CH0267153598 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 hedged CHF NTH CHF CH0117052511 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NT CHF CH0267153598 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 hedged CHF NTH CHF CH0117052511 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 Europe (ex CH) indirect NT CHF CH0117052586 0.01 %  1 % Factsheet
Swisscanto (CH) Index Real Estate Fund Asia indirect NT CHF CH0117052669 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 %.

Asset 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 NT CHF CH0267153598 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 Vested Benefits Foundation. You can invest in the fund class that is otherwise reserved for institutional investors. Thanks to this and our flat fee of 0.49% (plus VAT) you can invest in securities at a significantly lower price than is possible with conventional pension funds.

Indexfunds

Like ETFs, index funds are passive investment instruments. However, index funds have two major advantages over ETFs:

To the comparision of ETFs and index funds.

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 Vested Benefits Foundation currently has access to the institutional funds of two fund houses, Credit Suisse and Swisscanto. The funds of these fund houses are used by many pension funds and manage a very high volume of well over CHF 100 billion.