BCV Pension 40
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.
Performance
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Rank 13/99 Total Return
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Rank 44/99 Standard Deviation
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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% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 42 | VF (CH) - Valiant Helvétique Ausgewog PD | CHF | 7.8 |
| 42 | TKB Vermögensverwaltung Ausgewog CHF A | CHF | 7.8 |
| 44 | BCV PENSION 40 AP | CHF | 7.8 |
| 45 | Avadis SICAV Strategie Basis CHF A | CHF | 7.8 |
| 46 | Fonds Durable Équilibré P | CHF | 7.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 43 | AWi BVG 45 vivace | CHF | -9.9% |
| 44 | FORTUNA Europe Balanced Fund CHF | CHF | -10.1% |
| 45 | BCV PENSION 40 AP | CHF | -10.3% |
| 46 | Migros Bank (CH) Fds 45 B | CHF | -10.3% |
| 46 | VF (CH) - Valiant Helvétique Ausgewog PD | CHF | -10.3% |
| View full league table | |||
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
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% |
Registered For Sale In
- Switzerland
Fund Info
- Launch date31/03/2011
- Share Class size94Mn
- Base currencyCHF
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ISIN CH0118631784
Purchase Info
- Min. initial investment1
- Min. regular additional investment0
Charges
- Annual management1.03%
