Performance Analyses

 Monthly Frequency

Current as of: 30.06.21

Performance for three pension fund benchmarks is shown, with equity weightings of 25%, 40%, and 60% respectively, corresponding to risk-tiers ‘lower’, ‘medium’, and ‘higher’.

These pension fund benchmark indices are contiguous, showing a seamless history for the three risk-tiers, reflecting changes in the legal framework of investment guidelines governing Swiss pension fund investments.

 Monthly Frequency

Current as of: 30.06.21

Agathos calculate a monthly Pension Fund Composite Index from Credit Suisse and UBS Pension Fund index families. This section contains a performance analysis of that composite.