1e executive pension provision

Returns generated by the GEMINI 1e investment strategies

  

The GEMINI Collective Foundation 1e offers your members six investment strategies with different equity shares.

  

Interests {{year}} (in %)

Loading data. Please wait.
  • {{legendItem.name}} ({{legendItem.lastValue}}%)

Net asset value {{year}} (in CHF)

Strategy Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
{{column}}

Monthly return {{year}} (in %)

Strategy Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
{{column}}

Cumulative return {{year}} (in %)

Strategy Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
{{column}}
  

Return over different periods (in %)

GEMINI 1e Money market GEMINI 1e 10 GEMINI 1e 20 GEMINI 1e 30 GEMINI 1e 40 GEMINI 1e 50
Return Return Return Return Return Return
1 year -1,08 0,95 2,05 2,79 2,88 3,35
3 years p.a.* -1,29 0,27 1,58 3,07 3,87 5,20
5 years p.a.* -0,97 1,70 2,45 3,29 3,71 4,43
10 years p.a.* -0,39 2,68 3,39 4,13 4,70 5,38
  

 

Figures for 1–10 years are quarterly rolling/annualised.
*Figures before 1 February 2017 were calculated through backtesting.

 

  

Return by year (in %)

GEMINI 1e Money market GEMINI 1e 10 GEMINI 1e 20 GEMINI 1e 30 GEMINI 1e 40 GEMINI 1e 50
Financial year Return Return Return Return Return Return
2018 -1,35 -2,92 -3,01 -3,48 -4,54 -5,23
2017* -1,83 0,99 2,83 5,61 6,97 9,55
2016* -0,84 1,86 2,48 3,08 3,68 4,26
  

 

*Figures before 1 February 2017 were calculated through backtesting.

 

  

Long-term returns generated by the GEMINI 1e investment strategies (in %)

  

 

Figures before 1 February 2017 were calculated through backtesting.