The product range consists of fund-like investment groups provided to specific clients segments by the Swiss Life Investment Foundation. All investors are tax-exempt Swiss 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
- Bonds CHF Foreign
- Bonds Global (CHF hedged)
- Bonds Global Governments+ (CHF hedged)
- Bonds Global Corporates Short Term (CHF hedged)
- Bonds Global Corporates (CHF hedged)
- Bonds Emerging Markets Corporates Short (CHF hedged)
- Bonds Emerging Markets Corporates (CHF hedged)
- Equities Switzerland
- Equities Switzerland Large Caps Indexed PM
- Equities Switzerland Small & Mid Caps PM
- Equity Protect Switzerland
- Equities Foreign
- Equities Global Small Caps
- Equities Emerging Markets
- Equity Protect Foreign (CHF hedged)
- Equity Global Protect Flex (CHF hedged)
- Real Estate Switzerland
- Real Estate Switzerland Retirement and Healthcare
- Commercial Real Estate Switzerland
- Real Estate Funds Switzerland
- Senior Secured Loans (CHF hedged)
- BVG-Mix 15
- BVG-Mix 25
- BVG-Mix 35
- BVG-Mix 45
- BVG-Mix 75
The special PM tranches incur reduced costs and can only be acquired from Swiss Life Asset Management within the asset management mandate.
- Bonds CHF Domestic PM
- Bonds CHF Foreign PM
- Bonds Global PM (CHF hedged)
- Bonds Global Governments+ PM (CHF hedged)
- Bonds Global Corporates Short Term PM (CHF hedged)
- Bonds Global Corporates PM (CHF hedged)
- Bonds Emerging Markets Corporates Short PM (CHF hedged)
- Bonds Emerging Markets Corporates PM (CHF hedged)
- Equities Switzerland PM
- Equities Switzerland Small & Mid Caps PM
- Equity Protect Switzerland PM
- Equities Foreign PM
- Equities Global Small Caps PM
- Equities Emerging Markets PM
- Equity Protect Foreign PM (CHF hedged)
- Equity Global Protect Flex PM (CHF hedged)
- Real Estate Funds Switzerland PM
- Senior Secured Loans PM (CHF hedged)
These investment groups can be acquired by clients as part of a 3a pension solution or a Swiss Life Wings Invest vested benefit solution.
News
Swiss Life Investment Foundation: Successful Reopening of the "Real Estate Switzerland Retirement and Healthcare" investment Group
The opening of the "Real Estate Switzerland Retirement and Healthcare" investment group was very successful. The target volume of up to CHF 200 million was oversubscribed more than three times. A total of around 100 pension funds took part in the opening.
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