BCV Pension 40

Ranked 13 out of 99 in - Balanced CHF over 36 months
All calculations are in CHF unless stated

Managed by

Fernando Martins Da Silva

Fernando Martins Da Silva is Head Investment Strategist and Head of the Investment Policy Department at BCV. He holds a civil engineering degree from the Swiss Federal Institute of Technology, Lausanne (EPFL) and an MBA from INSEAD. Mr. Da Silva has over 30 years of experience in the financial markets and has chaired BCV's Investment Committee for more than ten years. He plays an active role in developing investment management products.

Objective

The objective of the BCV Pension 40 sub-fund is to achieve long-term capital gains and produce complementary income whilst complying with requirements laid down in Swiss Federal legislation relating to occupational old-age, survivors’ and invalidity pension schemes. The sub-fund comprises a balanced mix of bonds and equities, which gives it a moderate to high risk profile. The sub-fund is suited to investors who are looking, despite some volatility, to achieve capital growth in the long term, complemented by income.

Showing fund performance in Switzerland View performance globally

Performance

Balanced CHF over : 31/12/2017 - 31/12/2020
  • Rank 13/99 Total Return
  • Rank 44/99 Standard Deviation
  • Rank 45/99 Max Drawdown
Fund Name Currency Return
11 LUKB Expert-Vorsorge 45 CHF

13.0%

12 SAST BVG-Zukunft A CHF

12.5%

13 BCV PENSION 40 AP CHF

12.5%

14 SL BVG-Mix 45 CHF

12.4%

15 ZugerKB Strategie Ausgewogen CHF B CHF

12.2%

15 Avadis SICAV Strategie Basis CHF A CHF

12.2%

Total Return

Quarterly Performance

to 31/12/2020 Annual Q1 Q2 Q3 Q4
2020 1.9% -9.5% 6.0% 2.0% 4.2%
2019 15.1% 7.6% 2.6% 1.6% 2.6%
2018 -4.1% -2.1% 1.1% 1.7% -4.7%
2017 9.5% 3.3% 1.0% 2.4% 2.5%
2016 2.8% -1.4% 2.1% 1.6% 0.5%
2015 1.0% 2.4% -2.8% -1.6% 3.1%
2014 9.6% 2.1% 2.5% 2.1% 2.6%
2013 7.6% 4.8% -1.1% 1.9% 1.8%
2012 8.9% 4.2% 0.0% 3.2% 1.3%
2011 -2.6% -4.2% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2020

Top 10 Holdings

Stock Size
AMC PROFESSIONAL FUND - BCV Swiss Franc Bonds -Z- 27.24%
AMC PROFESSIONAL FUND - BCV Swiss Equity -Z- 17.48%
ZIF Immobilien Indirekt Schweiz I ZIF 13.06%
BCV Enhanced US Equity C 9.33%
BCV International Bonds (CHF) C 5.19%
BCV Global Emerging Equity C 2.97%
SWC (CH) IBF TM AAA-BBB CHF NT CHF 2.78%
BCV Systematic Premia Swiss Equity C 2.39%
BCV Enhanced Europe Equity C 2.33%
BCV Systematic Premia US Equity C 2.10%
31/10/2020

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date31/03/2011
  • Share Class size94Mn
  • Base currencyCHF
  • ISIN CH0118631784

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.03%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).