Investment Policy

The GastroSocial Pension Fund is a not-for-profit foundation. This means that our core purpose is the successful and responsible growth of the capital that has been entrusted to us. The key focal points of our investment policy are as follows:

Balanced asset structure

The investment policy focuses on the establishment of a balanced asset and risk structure with prescribed bandwidths and targets for the individual asset classes. Broad diversification is a key element of the robust portfolio.

Security and yield

Top priority is given to long-term value retention and the security of the benefit obligations. An earnings base must be created that can comprehensively and sustainably secure the highest possible interest on the retirement accounts.

Framework conditions

We manage the assets in accordance with the statutory provisions and in compliance with internal investment guidelines. A clear division of responsibilities and careful strategy implementation combine to ensure an optimum return in the long-term.

Plus points