Performance
Le immobilizzazioni dell’Helvetia Fondazione d’investimento sono oggetto di valutazione settimanale (giorno determinante: mercoledì).
| YTD | Trimestre | 1 anno | 3 anni p.a. | 5 anni p.a. | 10 anni p.a. | Dal lancio p.a. | |
| 01.01.25 11.06.25 | 01.01.25 31.03.25 | 01.04.24 31.03.25 | 01.04.22 31.03.25 | 01.04.20 31.03.25 | 01.04.15 31.03.25 | - 31.03.25 | |
| Azioni Svizzera SBD 100 ESG | 10.7% | 4.7% | 5.6% | 2.5% | 8.4% | n.a. | 7.4% |
| Benchmark | 9.9% | 8.6% | 8.8% | 2.6% | 8.2% | n.a. | 6.2% |
| LPP-Mix | 1.2% | 0.1% | 4.2% | 2.4% | 4.0% | 2.5% | 4.2% |
| Benchmark | 1.4% | 0.1% | 4.3% | 2.5% | 4.1% | 3.0% | 4.5% |
| LPP-Mix Plus 35 | 1.7% | 0.5% | 4.9% | 2.4% | 4.4% | 3.1% | 3.6% |
| Benchmark | 1.9% | 0.8% | 4.6% | 2.8% | 4.7% | 3.7% | 4.4% |
| Immobili Svizzera* | 0.8% | 0.8% | 3.9% | 3.8% | 3.7% | 3.6% | 3.7% |
| Benchmark* | 1.1% | 1.1% | 4.0% | 3.4% | 4.0% | 4.5% | 4.6% |
| Immobili Romandie* | 0.6% | 0.6% | 3.6% | 3.3% | 3.7% | n.a. | 4.5% |
| Benchmark* | 1.1% | 1.1% | 4.0% | 3.4% | 4.0% | n.a. | 4.5% |
| Ipoteche Svizzera** | 0.9% | -0.9% | 7.6% | -0.1% | -0.1% | n.a. | 0.6% |
| Benchmark** | 1.1% | -0.7% | 4.1% | 1.7% | 0.4% | n.a. | 0.3% |
Conteggi a 1, 3, 5 e 10 anni (fonte: confronto della performance KGAST/CAFP)
* YTD = 01.01.2025- 31.03.2025
** YTD = 01.01.2025 - 31.05.2025