Basic pension provision

Returns generated by the GEMINI investment strategies

  

The GEMINI Collective Foundation offers its customers a choice of four different investment strategies (pools).

  

Interests {{year}} (in %)

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Return over different periods (in %)

GEMINI Pool 20 GEMINI Pool 35 GEMINI Pool 50 GEMINI Pool 0*
Financial year Rendite Benchmark Rendite Benchmark Rendite Benchmark Rendite Benchmark
October 2018 -1,11 -1,03 -2,10 -1,88 -2,50 -2,41 -0,29 -0,25
YTD -1,14 -1,20 -1,69 -1,50 -1,76 -1,61 0,46 0,21
1 year -0,76 -0,94 -1,03 -0,94 -0,92 -0,86 0,89 0,83
3 years 2,05 2,01 2,89 2,98 3,52 3,57 1,36 1,39
5 years 2,98 3,16 3,62 3,94 4,18 4,38 1,90 2,20
10 years 4,18 4,54 4,86 5,25 5,41 5,71 n.a. n.a.
  

 

The specific return figures for the individual employee benefits units will be available approx. five working days later.
Figures 1-10 years are rolling on a monthly basis/annualised
Benchmark weighted according to investment strategy
Pool 0 launched on 1 January 2010

*Figures as per 30.9.2018

  

Return by year (in %)

GEMINI Pool 20 GEMINI Pool 35 GEMINI Pool 50 GEMINI Pool 0*
Financial year Pool 20 Benchmark Pool 35 Benchmark Pool 50 Benchmark Pool 0 Benchmark
Jan. - October 2018 -1,14 -1,20 -1,69 -1,50 -1,76 -1,61 0,46 0,21
2017 5,17 4,78 7,90 7,60 9,53 9,41 1,50 1,33
2016 2,92 3,21 3,61 3,91 4,11 4,15 1,78 2,01
2015 0,67 1,22 0,62 1,13 0,62 1,06 2,05 2,91
2014 7,33 7,88 7,30 8,35 7,95 8,50 3,44 3,99
2013 4,48 4,34 7,95 7,81 10,60 10,51 0,73 1,61
2012 6,65 7,05 8,64 8,87 9,76 10,06 3,89 3,43
2011 1,64 2,19 -0,10 0,39 -1,26 -0,82 3,73 4,92
2010 3,80 4,18 3,76 3,97 3,69 3,80 3,08 3,25
2009 11,08 13,32 13,60 16,30 15,50 18,41 n.a. n.a.
  

 

Benchmark weighted according to investment strategy
Pool 0 launched on 1 January 2010

*Figures as per 30.9.2018