Helvetia Vorsorgefonds

Cost-optimised tranches of institutional investment funds will henceforth be used for the investment categories Equities Switzerland, Equities Global, Bonds Switzerland and Bonds Global. This will optimise the total expense ratio (TER) of the Helvetia Foundation mixed investment groups, maximising performance for investors. Moreover, as part of an optimisation analysis for the BVG-Mix Plus 30 investment group, the Board of Trustees opted for an asset allocation with an improved risk/return profile (introduction of a new investment category: Swiss mortgages, sale of commodities and reduction in Swiss bonds).

Reichmuth Vorsorgefonds

Reichmuth & Co. Investment Management AG has decided to open the S-Class of Reichmuth Alpin and Reichmuth Alpin Classic to Liberty clients. This fund class is reserved for vested benefit, collective and pension foundations and has significantly reduced product costs. For more detailed information on these products and on other BVG/LPP pension funds, visit: www.compare-invest.ch.