Investment Philosophy

Product range

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Swiss Life Investment Foundation
General-Guisan-Quai 40
P.O. Box 2831
CH-8022 Zurich

Tel +41 43 284 79 79
Fax +41 43 284 79 80
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Product range

The product range consists of fund-like investment groups provided to specific customer segments by the Swiss Life Investment Foundation. Our products are available to tax-exempt Swiss employee benefits institutions only.

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Investment groups for all employee benefits institutions

The investment groups can be used by autonomous and semi-autonomous employee benefits institutions as building blocks for an individual investment strategy.

Bonds CHF Domestic(PDF)
Bonds CHF Foreign(PDF)
Bonds Global (CHF hedged)(PDF)
Bonds Global Governments+ (CHF hedged)(PDF)
Bonds Global Corporates (CHF hedged)(PDF)
Equities Switzerland(PDF)
Equity Protect Switzerland(PDF)
Equities Foreign(PDF)
Equity Protect Foreign(PDF)
Real Estate Switzerland(PDF)
Commercial Real Estate Switzerland (PDF)
Real Estate Funds Switzerland(PDF)
BVG-Mix 15(PDF)
BVG-Mix 25(PDF)
BVG-Mix 35(PDF)
BVG-Mix 45(PDF)
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Investment groups exclusively for employee benefits institutions with a mandate

The special PM tranches are at a reduced cost and can only be acquired from Swiss Life Asset Management as part of an asset management mandate.

Bonds CHF Domestic PM(PDF)
Bonds CHF Foreign PM(PDF)
Bonds Global PM (CHF hedged)(PDF)
Bonds Global Governments+ PM (CHF hedged)(PDF)
Bonds Global Corporates PM (CHF hedged)(PDF)
Equities Switzerland PM(PDF)
Equity Protect Switzerland PM(PDF)
Equities Foreign PM(PDF)
Equity Protect Foreign PM(PDF)
Real Estate Funds Switzerland PM(PDF)
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Investment group for private individuals

These investment groups are available to customers as part of a pillar 3a pension solution or a vested benefit solution.

BVG-Mix 25 P(PDF)
BVG-Mix 35 P(PDF)
BVG-Mix 45 P(PDF)
 

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