Vita Classic For companies that value attractive interest rates in their pension provision With Vita Classic we offer sustainable occupational pension solutions that you can be flexibly adapted to your needs. Your pension contributions can earn attractive interest thanks to the Vita Classic pension model. This pension model is based on a proven, broadly diversified investment strategy. Trust in Vita Classic's long term experience and the combined expertise of the Vita collective foundation and Zurich Insurance.
In detail Investment strategies The investment strategy is defined by the Investment Committee of the Vita Joint Foundation and approved by the Foundation Council. A balanced asset allocation with equity and real asset holdings and alternative investments helps stabilize returns over the long term. The investment strategy is long-term in nature and is adjusted on an ongoing basis to accord with the risk-return profile of the Foundation. A strategy of broad investment diversification is pursued in order to buffer against short-term volatility in the capital markets. Vita Classic investment strategy The Vita Joint Foundation has 60.96% of its portfolio in equities and bonds. The ten largest positions in these asset classes are stated below along with the respective percentages these comprise of the overall portfolio. Ten largest positions, equities in CHF in % of equities in % of portfolio Nestlé SA 154‘642‘970.14 4.44 1.14 Novartis AG 121’629’049.34 3.49 0.89 Roche Holding AG 106’205’926.39 3.05 0.78 Microsoft Corp 55’670’148.63 1.60 0.41 Alphabet Inc 55’500’964.48 1.59 0.41 Apple Inc 49’828’158.62 1.43 0.37 Facebook Inc 48’665’762.20 1.40 0.36 Visa Inc 47’435’976.97 1.36 0.35 UBS Group AG 41‘653‘724.53 1.20 0.31 Amazon.com Inc 39‘156‘224.38 1.12 0.29 Total 720‘388‘905.67 20.69 5.29 Ten largest positions, bonds in CHF in % of bonds in % of portfolio French Republic 162’222’129.98 3.59 1.19 Pfandbriefbank schweizerischer Hypothekarinstitute 146’067’390.57 3.23 1.07 Swiss Confederation 142’064’651.82 3.14 1.04 Schweizer Kantonalbanken 82’062’104.05 1.82 0.60 Kingdom of Spain 65’182’300.51 1.44 0.48 Federal Republic of Germany 54’842’332.09 1.21 0.40 Oesterreichische Kontrollbank 41’914’577.55 0.93 0.31 Credit Agricole SA 35’670’179.97 0.79 0.26 Jpmorgan Chase & Co 34‘694‘694.45 0.77 0.25 Goldman Sachs Group Inc/The 29‘736‘569.56 0.66 0.22 Total 774‘347‘949.73 17.26 5.79 As of: 06/30/2018 Exercising of shareholder voting rights Shareholder voting rights in exchange-traded domestic and foreign companies are exercised by the Zurich Investment Foundation. The Vita Joint Foundation invests exclusively in equity categories utilized by the Zurich Investment Foundation. The Foundation Board The board of trustees is the supreme management body of the Vita Collective Foundation and is responsible, among other things, for the investments. Further information about the foundation board
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