Basic pension provision

Returns generated by the GEMINI investment strategies

  

The GEMINI Collective Foundation offers its customers a choice of four different investment strategies (pools).

  

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 Pool 20 GEMINI Pool 35 GEMINI Pool 50 GEMINI Pool 0
Financial year Return Benchmark Return Benchmark Return Benchmark Return Benchmark
1 year 5.17 5.76 4.47 5.28 4.38 5.01 3.52 4.53
3 years p.a. 3.19 3.21 4.30 4.46 5.10 5.30 1.82 1.98
5 years p.a. 3.19 3.39 3.81 4.09 4.27 4.51 2.13 2.48
10 years p.a. 3.90 4.17 4.60 4.93 5.16 5.43 n.a. n.a.
  

 

The specific return figures for the individual employee benefits units will be available approx. five working days later.
Figures are updated monthly on a rolling basis.
Benchmark weighted according to investment strategy.

  

Return by year (in %)

GEMINI Pool 20 GEMINI Pool 35 GEMINI Pool 50 GEMINI Pool 0
Financial year Pool 20 Benchmark Pool 35 Benchmark Pool 50 Benchmark Pool 0 Benchmark
2018 -1.99 -2.03 -3.84 -3.45 -4.46 -4.35 1.13 1.24
2017 5.17 4.78 7.90 7.60 9.53 9.41 1.50 1.33
2016 2.92 3.21 3.61 3.91 4.11 4.15 1.78 2.01
2015 0.67 1.22 0.62 1.13 0.62 1.06 2.05 2.91
2014 7.33 7.88 7.30 8.35 7.95 8.50 3.44 3.99
2013 4.48 4.34 7.95 7.81 10.60 10.51 0.73 1.61
2012 6.65 7.05 8.64 8.87 9.76 10.06 3.89 3.43
2011 1.64 2.19 -0.10 0.39 -1.26 -0.82 3.73 4.92
2010 3.80 4.18 3.76 3.97 3.69 3.80 3.08 3.25
2009 11.08 13.32 13.60 16.30 15.50 18.41 n.a. n.a.
  

 

Benchmark weighted according to investment strategy.
Pool 0 launched on 1 January 2010.