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Real estate
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Mortgages
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Mixed instruments
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Key figures
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Documents
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Partner
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Contact
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Real estate
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Mortgages
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Mixed instruments
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Key figures
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Documents
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Partner
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Contact
Further informations
Good to know
Due to the introduction of negative interest rates as a long-term consequence of the 2008 financial crisis and the recent lifting of the minimum euro exchange rate by the SNB, the current investment environment presents major challenges to autonomous and semi-autonomous pension funds seeking sustainable long term income. Helvetia Investment Foundation has therefore launched an innovative and attractive enhancement for every pension fund portfolio: the investment group "Actions Suisse Beta Dynamique 100".
Innovatively index-linked, intelligently invested
The new investment group puts an innovative Smart Beta approach and thus an alternative indexing concept into practice. By combining this Smart Beta approach with a dynamic decision-making element, the Helvetia Investment Foundation offers investors in the area of occupational benefit schemes an innovative alternative to the standard index-linked investment products in the market, which follow the classic market capitalisation approach to indexing. The strategy implemented aims to achieve better investment results than the SPI by minimizing the size bias and the procyclicity of the SPI with alternative weighting procedures. This way, the products simultaneously use the advantages of a traditionally indexed approach, and also tap targeted outperformance sources in order to exceed the yield of the SPI in the long term.
Your entry advantage
Helvetia Investment Foundation offers you the opportunity to invest in innovative and dynamic index products never before seen in the Swiss share market. The entitlements can be acquired on the Net Asset Value and without acquisition fees.
Established and experienced partners
You benefit from the knowledge and experience of three established partners:
Helvetia Investment Foundation, your Swiss investment foundation since 1993 and specialist in index-linked investment vehicles for pension funds
Bank Vontobel Ltd is specialised on asset management for retail clients and institutional investors as well as investment banking.
Vescore, an independently managed boutique of Vontobel Asset Management has a long legacy of market-leading innovation in the field of quantitative investments. Vescore and its people are well known for research-intensive investment solutions with a sound academic
foundation.
Investment strategy
The investment group "Swiss Shares Smart Beta Dynamic 100 ESG invests exclusively in Swiss equity securities that are contained in the investment universe (50 biggest listed companies of the Swiss Performance Index) of the five Vescore Switzerland Indices. Here, the entire portfolio is invested dynamically in yield- and risk-based Vescore Switzerland Indices. On the basis of a tactical stock signal, the ratio of risk-based (Minimum Volatility and Risk Parity) to yield-based (Value, Momentum and Quality) Vescore Switzerland Indices is determined based on rules. Depending on the characteristic of the stock signal, the following allocations are implemented by means of direct investment in the respective individual securities:
ESG-Overlay
When selecting and weighting the securities, the investment process takes ESG factors into account and focuses particularly on companies that are overall positively rated with regard to the considered ESG factors. Companies with high CO2 emissions, ESG-critical business activities, or a low ESG rating, as well as companies involved in serious controversies, are excluded. The portion of the portfolio that excludes these companies is invested in a Climate Target Index (which specifically favors companies with high ESG ratings). Additionally, the investment process aims to ensure that the carbon footprint of the strategy at the portfolio level is lower than that of the benchmark.