PostFinance Pension ESG 25 Fund

The PostFinance Pension ESG 25 Fund is an actively managed global investment fund that allocates its assets to money markets, bonds, equities, and Swiss real estate, prioritizing sustainability by adhering to ESG benchmarks for all areas except real estate. It strategically maintains a 25% allocation to equities and a 12% exposure to foreign currencies, with equity investments varying between 17.5% and 32.5% of the fund’s total assets. The fund aims to achieve long-term growth through interest and dividend income, along with capital gains, while maintaining a lower carbon footprint compared to traditional investment indexes.