J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Yield
The LPP Yield investment group is suitable for investors with a minimum investment horizon of one year. The strategic equities quota is 15% with a market-related admixture of Swiss Franc Bonds Dynamic Hedge. The tactical equities quota varies between 10% and 20%, depending on market assessment. In addition, the portfolio holds a strategic share of 15% in real estate investments. The investment group invests in direct investments and funds according to the principle of open architecture in order to select the best investments. An investment process based on disciplined economic cycle analysis enables adaptation of the allocation to the prevailing market environment, resulting in superior long-term returns.