J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Equities 80 – non-BVV2-compliant
The tactical equity allocation varies between 50% and 95% depending on the current assessment of the market. The proportion of risky investment categories is determined by the global adaptive allocation concept. In international equities, stocks are selected on the basis of a multi-factor concept. The objective is to outperform the benchmark via the active management of investment tactics and the selection of securities.
The investment strategy is only intended for customers of 1e pension plans and pillar 3a foundations.
As the equity allocation and fluctuations in value (profit/loss) in this new investment strategy are significantly higher compared to conventional pension products, it is primarily suitable for investors with a corresponding risk profile and/or an investment horizon of at least fifteen years.