Facts

Below you will find the most important steps in Avanea’s development from its inception until now.

2014

June: Establishment of the Avanea Pension Fund Foundation with headquarters in Wädenswil (ZH).

2015

Start: Start with 170 insured persons and 35 employers

April: Kickoff sale investment model Avanea 20

End: Performance on 31.12

2016

Start: 430 insured persons and 90 employers

End: Performance on 31.12

2017

Start: 540 insured persons and 130 employers

Reduction of the technical interest rate from 3.00% to 2.50%

End: Performance on 31.12

2018

Start: 637 insured persons and 201 employers

End: Performance on 31.12

2019

Start: 1093 insured persons and 337 employers

June: “2019 Pension Fund Comparison” Award: Best Performance 2016-2018

Reduction of technical interest rate from 2.50% to 1.50%

End: Performance on 31.12

2020

Start: 1600 insured persons and 440 employers

June: “2020 Pension Fund Comparison” Award: Best Performance 2017-2019

September: Start of new employee in financial sector

End: Performance on 31.12

2021

Start: 1800 insured persons and 500 employers

April: Kickoff sale of Avanea DynamicS investment model

Numbers

Below you will find the development of the most relevant key figures.

Coverage

Performance

Interest on retirement saving capitals

Development of insured persons

Entwicklung Versicherte

Development of affiliated employers

Development of pensioner ratio