Question about finpension Aktien 100 (Vorsorge)

1

I have a question about the finpension Aktien 100 (3a, Vorsorge)

20% Swisscanto (CHF) IPF I Index Equity Fund World ex CH NT CHF
https://finpension.ch/app/uploads/factsheets/CH0296590281_fact-sheet_de.pdf
and
20% Swisscanto (CHF) IPF I Index Equity Fund World ex CHF NTH CHF
https://finpension.ch/app/uploads/factsheets/CH0293345648_fact-sheet_en.pdf

20% is Hedged, 20% is not Hedged

Why? (Sorry, maybe for a beginner’s Question …)

2

My guess, it helps them reach their “CHF” targets at the overall fund level since people usually take a preset allocation :slight_smile:

(there’s guideline for providers to reach X% of CHF denominated funds, but afaik it’s across all their clients)

4

yes, it is on the level of the foundation, where they need to adhere to the BVV2 guidelines.

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