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
- Equities Foreign
- Equities Global Small Caps
- Equities Emerging Markets
- 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
- Equities Foreign PM
- Equities Global Small Caps PM
- Equities Emerging Markets PM
- 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.