Investor information

2014 was a good year overall for Swiss shares. The continuing aggressive monetary policy by central banks, the low interest rates and the good shape of companies created good fertile ground for securities. This particularly applies to insurance shares too, which rose in value not only on solid technical results, but also attractive dividends. Compared to the market as a whole, the insurance segment achieved a satisfying outperformance. The Helvetia share achieved a total return of 10.2 %, which was partly due to price gains (6.3 percentage points) and partly to the earnings distribution of CHF 17.50 in 2014 ­(3.9 percentage points). This performance meant the share was slightly behind the relevant reference levels of the Swiss and European market. Taking account of the capital increase and bond issues for financing the acquisition of Nationale Suisse, it is nevertheless possible to speak of a good result, which proves investors’ great confidence in Helvetia’s business model in general and the merger with Nationale Suisse in particular.

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