Current pricing and investment strategies

The Vested Benefits Foundation of PFS provides transparent, up-to-date information.

Return overview vs. savings account

Current performance

Here you will find the advertising development of our three vested benefits funds. The PFS Vested Benefits Foundation creates transparency with the latest information.

Vested benefit fundDateCurrencyNAVPerformance (%)
1 month
Performance (%)
YTD
VoL in Mio. CHFInvestment style
PFS Income31.03.2024CHF1431.441.31.317.64passiv
PFS Classic31.03.2024CHF1702.572.334.1216.97passiv
PFS Growth31.03.2024CHF1857.082.885.4831.99passiv

The PFS Institutional Funds are reserved for institutional investors (including all clients with a written asset management mandate), insurance companies, service providers, manufacturers and registered pension schemes with a professional treasury service. The fund regulations issued by the fund management company apply. Vested benefit investments are available exclusively to clients of the Vested Benefits Foundation of PFS Pension Fund Services AG.

The information published here does not constitute an offer or invitation to buy. The fund management company and PFS compile and update the information with all due care. PFS cannot be held liable for any information that is misrepresented or incomplete. The reproduction and distribution of this information is not permitted. PFS expressly reserves the right to change the content of these pages and to delete or withdraw information without prior notice. The net asset value of a fund can rise or fall. Past performance is no guarantee of future returns. Investments in foreign currencies are also susceptible to exchange rate variations. The performance figures include reinvested dividends.

Investment strategy

Expected return1%
Expected risk6.1%
Foreign currency investments5.0%
Expected return2.8%
Expected risk7.9%
Foreign currency investments20.0%
Expected return4.0%
Expected risk9.4%
Foreign currency investments25.0%
  • CHF Bonds
  • Non-CHF Bonds
    (CHF hedged)
  • Non-CHF Corporate Bonds
    (CHF-hedged)
  • Equities Switzerland
  • Equities World
  • Equities Emerging Markets
  • Real Estate Switzerland

These figures do not constitute any kind of guarantee on the part of PFS Pension Fund Services AG. New investment strategy in effect from 01.07.2022.