The CSA 2 Mixta-BVG Index 25 investment group makes indirect investments globally via indexed funds in equities as well as in fixed- and variable-rate securities (some of which are inflation-protected). It invests in five different asset classes in line with the benchmark (physical replication). Equity investments comprise between 20% and 30%. At least 82% of its foreign currency exposure is hedged. In addition to being broadly diversified – different asset classes, which invest in several thousand individual securities – the investment group is characterized by low administrative costs (e.g. research costs and transaction fees).The investment group meets the investment regulations under the Ordinance on Occupational Retirement, Survivors` and Disability Pension Plans (BVV 2) and the Ordinance on Investment Foundations (OFP) insofar as these are applicable.
