With our broadly diversified and long-term investment strategy, we can cushion short-term fluctuations on the capital market and generate stable income over the long term, which benefits you and your employees in the form of interest. A balanced share of equities and tangible assets as well as investments in alternative investment vehicles means stable returns can be expected in the long term.
Our investment strategy is defined by the investment committee of the Vita Joint Foundation and approved by the foundation board. It is regularly adjusted to the foundation's risk-return profile.
Ten largest positions, equities | CHF million | in % of equities | in % of portfolio |
---|---|---|---|
Nestlé SA | 212.5 | 4.75 | 1.33 |
Roche Holding AG | 149.1 | 3.33 | 0.93 |
Novartis AG | 130.7 | 2.92 | 0.82 |
Apple Inc. | 120.6 | 2.69 | 0.75 |
Microsoft Corp. |
97.0 | 2.17 | 0.61 |
Amazon.com Inc. | 85.9 | 1.92 | 0.54 |
Alphabet Inc. | 59.4 | 1.33 | 0.37 |
Tencent Holdings Ltd |
56.3 | 1.26 | 0.35 |
Taiwan Semiconductor Manufacturing Corp. | 54.4 | 1.22 | 0.34 |
Facebook Inc. |
45.0 | 1.01 | 0.28 |
As of: 09/30/2020 |
Ten largest positions, bonds | CHF million | in % of bonds | in % of portfolio |
---|---|---|---|
United States of America | 636.5 | 12.05 | 3.98 |
French Republic | 207.5 | 3.93 | 1.30 |
Pfandbriefbank schweizerischer Hypothekarinstitute | 176.5 | 3.34 | 1.10 |
Swiss Confederation |
129.4 | 2.45 | 0.81 |
Pfandbriefzentrale der schweizerischen Kantonalbanken AG | 128.4 | 2.43 | 0.80 |
Kingdom of Spain | 100.1 | 1.89 | 0.63 |
Federal Republic of Germany |
77.5 | 1.47 | 0.48 |
Citigroup Inc. | 43.5 | 0.82 | 0.27 |
Kingdom of Belgium | 43.1 | 0.82 | 0.27 |
Crédit Agricole SA |
38.5 | 0.73 | 0.24 |
As of: 09/30/2020 |
As an active and responsible investor, we pursue a holistic and positive sustainability approach. We take environment, social and governance sustainability criteria into account in our investments. We focus on our financial commitments and guarantee the benefits. We constantly monitor our sustainability efforts.