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 %)

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

Strategy Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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Monthly return {{year}} (in %)

Strategy Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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Cumulative return {{year}} (in %)

Strategy Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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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 -1.07 5.38 5.92 5.48 4.99 4.56
3 years p.a. n.a. n.a. n.a. n.a. n.a. n.a.
  

 

Figures are updated monthly on a rolling basis.

 

  

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.