Who is the mandate suitable for?
People about to retire rely on their money being invested in a way that is profitable over the long term. For them, following the strategy of successful pension funds can be a good idea. For decades now, pension funds have been among the most successful investors. The pension fund index shows that since 2000, Swiss pension funds have generated an average annual return of around 3 percent – with an equity weighting of 30 percent on average. VZ has launched the portfolio management mandate OPA-focussed for investors wishing to benefit from this experience.