50 basis points more
With our Mortgages Switzerland investment group, we aim to achieve a 50 basis points-higher return (after costs) compared to the Swiss Bond Index.
IF Mortgages: alternative return opportunity
With our Swisscanto IF Mortgages Responsible Switzerland investment group, we offer Swiss pension funds easy access to an attractive asset class. They invest cost-effectively in a broadly diversified and actively managed mortgage portfolio.
Why the Swisscanto IF Mortgages Switzerland investment group?
Swisscanto IF Mortgages Switzerland offers pension funds diversified access to an attractive asset class thanks to its multi-sourcing approach.
Maurizio Pedrini, Credit Team Leader
Attractive additional return potential
Since its launch in October 2016, the investment group has enjoyed great popularity among pension funds thanks to its sourcing independent of the bank balance sheet and its attractive returns. This is also reflected in the assets under management. The investment group manages assets of over CHF 1.3 billion (as of January 2022) and aims to achieve an additional return of 50 basis points compared to the Swiss Bond Index.
How we invest your pension assets in mortgages
When selecting our mortgages, we work with a large number of sourcing partners and use the strengths of the respective intermediaries to construct a portfolio that is as balanced as possible. We actively manage risk drivers such as creditworthiness, regions, use and maturities and can count on Zürcher Kantonalbank's many years of experience in the field of real estate, mortgages and interest rates.
Who is IF Mortgages Switzerland suitable for?
The IF Mortgages Switzerland investment group is suitable for Swiss pension funds that:
- wish to diversify their portfolio with an additional asset class at low risk
- can invest in a less liquid asset class
- also aim for an attractive additional return
Three good reasons to choose us
- 1 Trust: Thanks to the positive performance of the investment group and our unique setup, we have already been able to convince numerous pension funds of our product.
- 2 Performance: We aim to achieve an additional return of 50 basis points compared to the Swiss Bond Index.
- 3 Security: The Swisscanto Investment Foundation is one of the largest investment foundations in Switzerland.
