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NS (CH) Golden Age Balanced

Golden Age Balanced is an investment solution for balanced pension funds of Swiss investors. The fund aims to maintain a risk profile similar to Pictet LPP40+.

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Investment overview

Golden Age Balanced is an investment solution for balanced pension funds of Swiss investors. The fund aims to maintain a risk profile similar to Pictet LPP40+.

  • Multi-asset strategy: Composed of equities, fixed income, alternatives investments with opportunistic exposure to structured products.
  • Investments include actively managed UCITS funds, ETFs, alternative funds, and direct fixed-income securities.
  • Geographic focus on developed markets, with a biased towards the Swiss local market.
  • Flexible across geographies, sectors, and investment styles.
  • Low turnover strategy to ensure cost efficiency.
  • Target equity exposure ranges between 35% and 60%.
  • Investments ranges follow the limits established by OPP2.
  • Offers weekly liquidity.
Why consider this fund
Good investment solution for long-term investors for their pension funds.
Backed by over 34 years of portfolio management experience across equities and fixed income.
Adaptive asset allocation based on evolving macroeconomic trends.
Investment insights stem from a seasoned team of 11 professionals, managing both UCITS long-only or alternative strategies.
Well-diversified across asset classes and geographies.
Comprehensive and independent risk management framework.
Investment process and characteristics

Equity allocation

  • Emphasis on high-quality funds and resilient, long-term sectors.
  • Natural bias towards the Swiss local market.
  • Sector-driven allocation approach rather than geographical weighting.
  • Limited and selective exposure to emerging markets.
  • A mixed of active and passive investment solutions are used.

Fixed-income allocation

  • Primarily invested in Investment Grade bonds issued by governments, financials, and corporates.
  • Natural bias towards the Swiss local market
  • Opportunistic allocations to high-yield and emerging market debt, depending on market conditions.
  • Blend of direct bond holdings and low-cost index funds or ETFs.
  • Strong emphasis on liquidity and capital preservation.
Investment team
Angel Sanz, CFAChief Investment Officer, Head of Asset Management
Pierre MoutonHead of Long Only Investments, Member of the Executive Committee
Julien Baltzinger, CFAPortfolio Manager
Marie-Caroline BenoistonSenior Portfolio Manager, Head of ESG
Maximilien MestelanEquity Analyst
Maria Hernandez SanchezEquity and ESG Analyst
Share classes
Strategy AuM
Fund DomicileCH
Fund AuM
NAV
Fund ManagerAngel Sanz
Fund Inception Date31 March 2023
Fund Reference CurrencyCHF
Share class CurrencyCHF
SRI Indicator—
AdministratorBanque Cantonale Vaudoise
CustodianBanque Cantonale Vaudoise
AuditorPricewaterhouseCoopers SA
Countries Available for SaleCH
Last update 16.06.2026 See more information

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