We aim to achieve high returns in the management of our pension assets. What options do we have?
Achieving good returns is a fundamental objective of the Vita Joint Foundations. At the same time, it is particularly important in the case of retirement provision that assets are invested securely. How high the potential return of an investment is depends primarily on the equity ratio.
With our standard solution Vita Classic, the equity ratio is 30%. If you wish to have a higher equity exposure, you have two options. The retirement provision solution Vita Invest makes it possible – if your company has the necessary risk capacity - to have an equity ratio of up to 50%. At Vita Select, employees with an annual salary of 132,300 Swiss francs or more can determine their own investment strategy; the maximum possible equity ratio is 65%.