Performance and benchmarks

Definition of a good return:

• Fulfillment of obligations - Return must cover obligations for active members and pensioners

• Long-term stability - Sustainable financing of pension obligations

• Risk-adjusted performance - Balanced relationship between return and risk

Livica Performance Facts:

• Top quartile performance - Among the best 25% of all collective foundations for five years

• 8.99% return 2024 - Average total return for employer pension schemes

• Long-term success story - Consistently above-average results

• Transparent reporting - Complete disclosure of all performance data

Consultation & Contact Our experts are happy to accompany you in defining and implementing your individual needs. Contact us for a non-binding consultation:

• Email: info@livica.ch

• Phone: +41 31 330 21 11