GEMINI Collective Foundation

Investments

  

The GEMINI Collective Foundation offers its clients a choice between four investment pools with different equity shares. All four investment strategies are based on broad diversification.

    

Return over different periods (in %)

GEMINI Pool 20 GEMINI Pool 35 GEMINI Pool 50 GEMINI Pool 0
Financial year Return Benchmark Return Benchmark Return Benchmark Return Benchmark
March 2018 0,11 0,16 -0,30 -0,22 -0,49 -0,46 0,43 0,33
YTD -0,78 -1,01 -1,45 -1,37 -1,54 -1,63 0,19 -0,03
1 year 2,86 2,15 3,84 3,53 4,66 4,39 1,18 0,95
3 years 2,06 2,02 2,76 2,86 3,33 3,33 1,40 1,64
5 years 3,44 3,57 4,35 4,65 5,14 5,31 1,93 2,30
10 years 3,36 3,42 3,76 3,84 4,10 4,07 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

  

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
March 2018 0,11 0,16 -0,30 -0,22 -0,49 -0,46 0,43 0,33
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