Tellco Logo
Tellco header image

Investment plans

Together with Tellco pension solutions 1e, the company defines the asset manager and selects the investment strategies that it would like to allow its employees to choose from. The range of strategies must include at least one low-risk strategy. The company is, in principle, free to choose its asset manager.
 
The Tellco pension solutions 1e Foundation offers customised investments comprising different asset classes. The asset classes are weighted differently depending on the risk/return requirements, meaning that individually tailored solutions emerge.

  • Bonds
  • Swiss equities
  • Global equities
  • Swiss real estate
  • SME loans
  • Mortgages
  • Alternative investments (hedge funds, private equity, insurance-linked securities, private debt, infrastructure investments)
 
A selection of five different strategies is available (depending on the risk profile):

Strategies

Low risk
The low-risk strategy is considered a safe and liquid investment strategy. It invests 50% in money market products and 50% in fixed-interest investments from the investment-grade universe (AAA to BBB), denominated in Swiss francs, with a maximum duration of 5 years. The low-risk strategy aims to preserve the value of the actual invested portfolio along with a modest return. It is suitable for risk-averse and defensive investors
Fixed income
The fixed-income strategy invests in fixed-interest investments. 85% is allotted to a widely diversified portfolio of fixed-interest investments from the investment-grade universe (AAA to BBB) with a maximum duration of 5 years. 5% each is invested in the investment classes of mortgages and SME loans, which are allocated by Tellco Ltd and subject to strict risk assessment. The strategy aims to generate yields higher than those in the money market, and steady moderate growth should be achieved by the interest component. The strategy is suitable for defensive investors.
Shares 25
The Shares 25 strategy invests 25% in shares. 10% is allotted to domestic shares and 15% to global equities. 40% is invested in fixed-interest bonds from the investment-grade universe (AAA to BBB). 15% each is invested in alternative investments and real estate investments. The strategy is suitable for investors seeking a positive yield over the medium term with a high level of risk diversification.
Shares 40
The Shares 40 strategy invests 40% in shares. 15% is allotted to domestic shares and 25% to global equities. 25% is invested in fixed-interest bonds from the investment-grade universe (AAA to BBB) and 15% each in alternative investments and real estate investments. The strategy is suitable for risk-aware investors seeking an above-average yield over the long term, yet with a good level of risk diversification.
Shares 50
The Shares 50 strategy invests 50% in shares. 20% is allotted to domestic shares and 30% to global equities. 15% each is invested in fixed-interest bonds from the investment-grade universe (AAA to BBB), alternative investments and real estate investments. The Shares 50 strategy is dynamic and subject to the price fluctuations of the stock markets, yet with a solid risk diversification. The strategy is suitable for risk-aware investors who would like to achieve an above-average yield in the long term.

Contact

Tellco pension solutions 1e
Bahnhofstrasse 4
Postfach 713
CH-6431 Schwyz
t +41 58 442 64 00
vorsorge1e@tellco.ch
×
© Tellco Ltd
Tellco Ltd, Bahnhofstrasse 4
P.O. Box 713, CH-6431 Schwyz
t +41 58 442 12 91, info@tellco.ch
LinkedIn
Switch: Mobile / Desktop
© Tellco Ltd