Products & Prices

Please refer to the applicable conditions for investments in IST, IST2 and IST3:

Balanced

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Mixta Optima 15 II DE|FR EN DE|FR 0.22 1'677.46 1'680.81 1'674.11 1'675.53 1.93 05.01.2026 2903129 0.49 DE|FR Prices
IST Mixta Optima 15 III DE|FR EN DE|FR 0.22 1'680.23 1'683.59 1'676.87 1'678.08 2.15 05.01.2026 2903135 0.44 DE|FR Prices
IST Mixta Optima 25 I DE|FR EN DE|FR 0.27 3'066.53 3'072.66 3'060.40 3'064.74 1.79 05.01.2026 277251 0.57 DE|FR Prices
IST Mixta Optima 25 II DE|FR EN DE|FR 0.27 3'135.53 3'141.80 3'129.26 3'133.21 2.32 05.01.2026 2903137 0.51 DE|FR Prices
IST Mixta Optima 25 III DE|FR EN DE|FR 0.27 3'171.88 3'178.22 3'165.54 3'169.11 2.77 05.01.2026 2903143 0.46 DE|FR Prices
IST Mixta Optima 35 I DE|FR EN DE|FR 0.33 2'033.25 2'037.32 2'029.18 2'032.59 0.66 05.01.2026 1952320 0.57 DE|FR Prices
IST Mixta Optima 35 II DE|FR EN DE|FR 0.33 2'065.30 2'069.43 2'061.17 2'064.31 0.99 05.01.2026 2903147 0.51 DE|FR Prices
IST Mixta Optima 35 III DE|FR EN DE|FR 0.33 2'078.88 2'083.04 2'074.72 2'077.61 1.27 05.01.2026 2903150 0.46 DE|FR Prices
IST Mixta Optima 75 II DE|FR EN DE|FR 0.49 1'353.31 1'356.02 1'350.60 1'353.31 on request 05.01.2026 50991045 0.45 DE|FR Prices
IST Mixta Optima 75 III DE|FR EN DE|FR 0.49 1'355.66 1'358.37 1'352.95 1'355.48 0.18 05.01.2026 50992141 0.40 DE|FR Prices
IST2 Mixta Optima 30 I DE|FR EN DE|FR 0.23 3'041.75 3'044.79 3'035.67 3'038.63 3.12 05.01.2026 3237560 0.60 DE|FR Prices
IST2 Mixta Optima 30 II DE|FR EN DE|FR 0.23 3'048.39 3'051.44 3'042.29 3'044.74 3.65 05.01.2026 22444384 0.54 DE|FR Prices

Money Market

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Money Market CHF III DE|FR EN DE|FR 0.44 114.17 114.17 114.17 113.07 1.10 31.12.2025 2733870 0.11 DE|FR Prices

Mortgages

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST2 Wohnbauhypotheken Schweiz III DE|FR - DE|FR 0.58 782.93 782.93 782.93 764.64 18.29 28.11.2025 113343073 0.26 DE Prices

Swiss Franc Bonds

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Governo Bond Hedged CHF II - EN - -100.00 on request on request on request on request on request 25.09.2024 19376713 on request - Prices
IST Governo Bond Hedged CHF III DE|FR - DE|FR -0.05 1'183.03 1'184.21 1'181.85 1'183.20 -0.17 05.01.2026 10964589 0.24 DE|FR Prices
IST Foreign Bonds CHF I DE|FR EN DE|FR 0.13 1'507.07 1'508.12 1'506.02 1'507.96 -0.89 05.01.2026 287595 0.30 DE|FR Prices
IST Foreign Bonds CHF II DE|FR EN DE|FR 0.13 1'520.25 1'521.31 1'519.19 1'520.91 -0.66 05.01.2026 2902885 0.24 DE|FR Prices
IST Foreign Bonds CHF III DE|FR EN DE|FR 0.13 1'528.34 1'529.41 1'527.27 1'528.84 -0.50 05.01.2026 2902904 0.20 DE|FR Prices
IST Foreign Bonds Hedged CHF I DE|FR EN DE|FR -0.07 1'060.49 1'062.61 1'058.37 1'060.93 -0.44 05.01.2026 10964492 0.35 DE|FR Prices
IST Foreign Bonds Hedged CHF II DE|FR EN DE|FR -0.06 1'076.04 1'078.19 1'073.89 1'076.31 -0.27 05.01.2026 19376482 0.29 DE|FR Prices
IST Foreign Bonds Hedged CHF III DE|FR EN DE|FR -0.06 1'083.46 1'085.63 1'081.29 1'083.62 -0.16 05.01.2026 10964552 0.25 DE|FR Prices
IST Swiss Bonds Index I DE|FR EN DE|FR 0.24 1'515.79 1'522.61 1'515.79 1'500.63 15.16 05.01.2026 287597 0.16 DE|FR Prices
IST Swiss Bonds Index II DE|FR EN DE|FR 0.24 1'537.18 1'544.10 1'537.18 1'521.64 15.54 05.01.2026 2902859 0.12 DE|FR Prices
IST Swiss Bonds Index III DE|FR EN DE|FR 0.24 1'545.37 1'552.32 1'545.37 1'529.58 15.79 05.01.2026 2902867 0.08 DE|FR Prices
IST Global Corporates IG Hedged CHF III DE|FR EN DE|FR 0.09 888.49 890.71 887.60 888.67 -0.18 05.01.2026 55369482 0.29 DE|FR Prices
IST Global Convertibles Hedged CHF I DE|FR EN DE|FR 1.16 178.45 178.63 178.27 178.52 -0.07 05.01.2026 4493575 0.57 DE|FR Prices
IST Global Convertibles Hedged CHF II DE|FR EN DE|FR 1.17 180.90 181.08 180.72 180.95 -0.05 05.01.2026 19506361 0.51 DE|FR Prices
IST Global Convertibles Hedged CHF III DE|FR EN DE|FR 1.16 182.44 182.62 182.26 182.47 -0.03 05.01.2026 4493674 0.47 DE|FR Prices

Foreign Currency Bonds

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Governo Bond I DE|FR - DE|FR 0.01 932.83 933.30 932.36 933.22 -0.39 05.01.2026 277252 0.34 DE|FR Prices
IST Governo Bond II DE|FR - DE|FR 0.01 952.89 953.37 952.41 953.13 -0.24 05.01.2026 2902911 0.28 DE|FR Prices
IST Bonds Emerging Markets I DE|FR - DE|FR 4.65 98.87 99.12 98.77 98.91 -0.04 31.12.2025 12063397 0.56 DE|FR Prices
IST Bonds Emerging Markets II DE|FR - DE|FR 4.70 99.82 100.07 99.72 99.85 -0.03 31.12.2025 19372050 0.50 DE|FR Prices
IST Bonds Emerging Markets III DE|FR - DE|FR 4.74 100.35 100.60 100.25 100.37 -0.02 31.12.2025 19372410 0.46 DE|FR Prices
IST Foreign Bonds I DE|FR EN DE|FR -0.02 875.81 877.12 874.50 876.17 -0.36 05.01.2026 287599 0.35 DE|FR Prices
IST Foreign Bonds II DE|FR EN DE|FR -0.02 896.45 897.79 895.11 896.68 -0.23 05.01.2026 2903043 0.29 DE|FR Prices
IST Foreign Bonds III DE|FR EN DE|FR -0.02 908.00 909.36 906.64 908.13 -0.13 05.01.2026 2903045 0.25 DE|FR Prices

Swiss Equities

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Equities Switzerland Small Mid Caps I DE|FR EN DE|FR 1.11 24'091.29 24'117.79 24'064.79 24'108.08 -16.79 05.01.2026 287594 0.40 DE|FR Prices
IST Equities Switzerland Small Mid Caps II DE|FR EN DE|FR 1.11 24'721.15 24'748.34 24'693.96 24'733.99 -12.84 05.01.2026 2903072 0.33 DE|FR Prices
IST Equities Switzerland Small Mid Caps III DE|FR EN DE|FR 1.11 25'463.67 25'491.68 25'435.66 25'471.03 -7.36 05.01.2026 2903074 0.24 DE|FR Prices
IST Swiss Equities SMI Index DE|FR EN DE|FR -0.16 5'191.96 5'197.15 5'186.77 5'193.55 -1.59 05.01.2026 287596 0.16 DE|FR Prices
IST Swiss Equities SMI Index II DE|FR EN DE|FR -0.16 5'329.72 5'335.05 5'324.39 5'330.79 -1.07 05.01.2026 2903068 0.12 DE|FR Prices
IST Swiss Equities SMI Index III DE|FR EN DE|FR -0.16 5'396.21 5'401.61 5'390.81 5'396.63 -0.42 05.01.2026 2903071 0.08 DE|FR Prices
IST Swiss Equities SMI Index "G" DE|FR EN DE|FR -0.15 5'400.57 5'405.97 5'395.17 5'400.57 on request 05.01.2026 119497173 0.05 DE|FR Prices
IST Equities Switzerland SPI Plus II DE|FR EN DE|FR 0.07 2'567.60 2'569.14 2'566.06 2'568.22 -0.62 05.01.2026 2903078 0.24 DE|FR Prices
IST Equities Switzerland SPI Plus III DE|FR EN DE|FR 0.07 2'637.11 2'638.69 2'635.53 2'637.48 -0.37 05.01.2026 2903079 0.20 DE|FR Prices
IST2 Equities Switzerland SPI Plus I DE|FR EN DE|FR 0.07 2'540.46 2'541.98 2'538.94 2'541.46 -1.00 05.01.2026 3237591 0.30 DE|FR Prices
IST2 Swiss Equities Dividend Strategy II DE|FR - - 0.22 2'483.39 2'485.87 2'480.91 2'484.00 -0.61 05.01.2026 34706367 0.43 DE|FR Prices
IST2 Swiss Equities Dividend Strategy III DE|FR - - 0.22 2'493.39 2'495.88 2'490.90 2'493.75 -0.36 05.01.2026 22431333 0.39 DE|FR Prices

Foreign Equities

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Equities Emerging Markets Low Vol I DE|FR EN DE|FR 1.70 1'324.83 1'328.14 1'323.51 1'325.34 -0.51 05.01.2026 2353012 0.50 DE|FR Prices
IST Equities Emerging Markets Low Vol II DE|FR EN DE|FR 1.70 1'349.96 1'353.33 1'348.61 1'350.27 -0.31 05.01.2026 2903169 0.44 DE|FR Prices
IST Equities Emerging Markets Low Vol III DE|FR EN DE|FR 1.70 1'356.87 1'360.26 1'355.51 1'357.04 -0.17 05.01.2026 2903174 0.40 DE|FR Prices
IST Equities Global Low Vol I DE|FR EN DE|FR 0.67 2'568.09 2'570.66 2'565.52 2'569.13 -1.04 05.01.2026 14316840 0.65 DE|FR Prices
IST Equities Global Low Vol II DE|FR EN DE|FR 0.67 2'596.33 2'598.93 2'593.73 2'596.98 -0.65 05.01.2026 14316842 0.59 DE|FR Prices
IST Equities Global Low Vol III DE|FR EN DE|FR 0.67 2'612.41 2'615.02 2'609.80 2'612.79 -0.38 05.01.2026 14316843 0.55 DE|FR Prices
IST America Small Mid Caps III DE|FR EN DE|FR 2.54 2'958.29 2'965.69 2'950.89 2'958.71 -0.42 05.01.2026 4493571 0.48 DE|FR Prices
IST America Small Mid Caps "G" DE|FR EN DE|FR 2.54 2'984.13 2'991.59 2'976.67 2'984.48 -0.35 05.01.2026 19655212 0.47 DE|FR Prices
IST Europe Small Mid Caps I - EN - 5.05 5'464.79 5'486.65 5'442.93 5'466.14 -1.35 02.12.2024 277250 0.75 - Prices
IST Europe Small Mid Caps II - EN - -100.00 on request on request on request on request on request 14.10.2024 2903109 0.69 - Prices
IST Europe Small Mid Caps III DE|FR - DE|FR 0.81 5'643.94 5'666.52 5'621.36 5'644.75 -0.81 05.01.2026 2903112 0.56 DE|FR Prices
IST Global Small Mid Caps I DE|FR EN DE|FR 1.85 2'523.96 2'531.53 2'516.39 2'524.86 -0.90 05.01.2026 20068511 0.78 DE|FR Prices
IST Global Small Mid Caps II DE|FR EN DE|FR 1.85 2'538.17 2'545.78 2'530.56 2'538.68 -0.51 05.01.2026 20068518 0.72 DE|FR Prices
IST Global Small Mid Caps III DE|FR EN DE|FR 1.85 2'563.69 2'571.38 2'556.00 2'563.94 -0.25 05.01.2026 20068521 0.68 DE|FR Prices
IST Globe Index I DE|FR EN DE|FR 1.25 5'760.25 5'767.16 5'756.22 5'762.28 -2.03 05.01.2026 96700 0.18 DE|FR Prices
IST Globe Index II DE|FR EN DE|FR 1.25 5'854.49 5'861.52 5'850.39 5'855.93 -1.44 05.01.2026 2903088 0.14 DE|FR Prices
IST Globe Index III DE|FR EN DE|FR 1.25 5'913.44 5'920.54 5'909.30 5'913.75 -0.31 05.01.2026 2903090 0.07 DE|FR Prices
IST Globe Index "G" DE|FR EN DE|FR 1.25 5'964.58 5'971.74 5'960.40 5'964.66 -0.08 05.01.2026 2256493 0.05 DE|FR Prices
IST Globe Index Hedged CHF II DE|FR EN DE|FR 1.10 2'423.25 2'426.88 2'420.83 2'423.95 -0.70 05.01.2026 28243176 0.16 DE|FR Prices
IST Globe Index Hedged CHF "G" DE|FR EN DE|FR 1.10 2'447.81 2'451.48 2'445.36 2'447.87 -0.06 05.01.2026 28243326 0.06 DE|FR Prices

Real Estate Switzerland

Investment group Monthly report ESG Factsheet Key figures Performance YTD in % Net asset value in CHF Issue price in CHF Redemption price in CHF Net present value in CHF Accrued interest in CHF Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Immo Invest Switzerland I DE|FR EN DE|FR 4.39 286.07 293.22 283.21 286.09 -0.02 28.11.2025 2903122 0.96 DE|FR Prices
IST Immo Invest Switzerland II DE|FR EN DE|FR 4.48 289.90 297.15 287.00 289.88 0.02 28.11.2025 2903120 0.86 DE|FR Prices
IST Immo Invest Switzerland III DE|FR EN DE|FR 4.56 296.69 304.11 293.72 296.62 0.07 28.11.2025 2733869 0.78 DE|FR Prices
IST2 Immo Invest Switzerland 2 III DE|FR - - 1.57 1'015.67 1'025.83 1'005.51 1'015.32 0.35 28.11.2025 145102520 0.79 DE|FR Prices
IST Immo Optima Switzerland I DE|FR EN DE|FR -0.60 1'697.27 1'700.66 1'693.88 1'688.41 8.86 05.01.2026 1478761 1.14 DE|FR Prices
IST Immo Optima Switzerland II DE|FR EN DE|FR -0.60 1'723.83 1'727.28 1'720.38 1'714.56 9.27 05.01.2026 2903115 1.08 DE|FR Prices
IST Immo Optima Switzerland III DE|FR EN DE|FR -0.60 1'750.11 1'753.61 1'746.61 1'740.52 9.59 05.01.2026 2903116 1.04 DE|FR Prices
IST Residential Real Estate Switzerland DE|FR EN DE|FR 4.10 148.77 150.26 148.77 148.04 0.73 28.11.2025 24522912 0.37 DE|FR Prices
IST Real Estate Switzerland Focus DE|FR EN DE|FR 4.26 351'513.83 355'028.97 351'513.83 341'213.65 10'300.18 28.11.2025 259857 0.41 DE|FR Prices

Foreign Real Estate

Investment group Monthly report ESG Factsheet MSCI ESG Report* Key figures Performance YTD in % Net asset value Issue price Redemption price Net present value Accrued interest Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Global REIT I (CHF) - EN - - -100.00 on request on request on request on request on request 14.03.2025 37905098 0.54 - Prices
IST Global REIT II (CHF) DE|FR EN - DE|FR -0.04 1'517.51 1'521.30 1'513.72 1'517.90 -0.39 05.01.2026 37905101 0.48 DE|FR Prices
IST Global REIT III (CHF) - EN - - -0.83 1'491.85 1'495.58 1'488.12 1'492.18 -0.33 28.02.2024 37905102 0.44 - Prices
IST Real Estate Global USD III (USD) DE|FR EN - - 4.69 1'327.55 1'330.21 1'326.89 1'327.55 on request 30.09.2025 34217428 1.28 - Prices
IST Real Estate Global USD "G" (USD) DE|FR EN - - 4.76 1'329.97 1'332.63 1'329.31 1'329.97 on request 30.09.2025 113382075 1.24 - Prices
IST Real Estate Global Hedged CHF III (CHF) DE|FR EN - - -2.87 1'074.83 1'077.52 1'073.76 1'074.83 on request 30.09.2025 37905094 1.22 - Prices

Infrastructure

Investment group Monthly report ESG Factsheet MSCI ESG Report* Key figures Performance YTD in % Net asset value Issue price Redemption price Net present value Accrued interest Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST3 Infrastruktur Global (CHF) - EN - - -2.20 1'209.37 1'209.37 1'209.37 1'207.97 1.40 19.12.2025 24665533 on request - Prices
IST3 Infrastructure Debt USD I (USD) DE|FR EN - - 10.77 1'108.85 1'108.85 1'108.85 1'037.66 71.20 30.09.2025 33904650 0.64 - Prices
IST3 Infrastructure Debt USD II (USD) DE|FR EN - - 10.81 1'109.81 1'109.81 1'109.81 1'038.00 71.82 30.09.2025 33904675 0.59 - Prices
IST3 Infrastructure Debt 2 USD II (USD) DE|FR EN - - 11.54 1'127.11 1'127.11 1'127.11 1'026.83 100.28 30.09.2025 40242077 0.53 - Prices
IST3 Infrastructure Debt 3 EUR II (EUR) DE|FR EN - - 3.57 1'143.87 1'143.87 1'143.87 1'008.09 135.78 30.09.2025 55162546 0.45 - Prices

Alternatives Investments

Investment group Monthly report ESG Factsheet MSCI ESG Report* Key figures Performance YTD in % Net asset value Issue price Redemption price Net present value Accrued interest Value date Securities number TER KGAST in % p.a. 30.09.2025 Investment guidelines Historical prices
IST Insurance Linked Strategies III (USD) DE|FR EN - DE|FR 9.36 153.65 153.96 153.57 153.69 -0.04 28.11.2025 29908189 0.59 DE|FR Prices
IST Insurance Linked Strategies "G" (USD) DE|FR EN - DE|FR 9.38 153.88 154.19 153.80 153.92 -0.04 28.11.2025 110134577 0.57 DE|FR Prices
IST Insurance Linked Str.Hedged CHF I (CHF) DE|FR EN - DE|FR 4.58 111.86 112.14 111.75 111.92 -0.06 28.11.2025 31131494 0.72 DE|FR Prices
IST Insurance Linked Str.Hedged CHF II (CHF) DE|FR EN - DE|FR 4.66 112.92 113.20 112.81 112.96 -0.04 28.11.2025 31131874 0.65 DE|FR Prices
IST Insurance Linked Str.Hedged CHF III (CHF) DE|FR EN - DE|FR 4.69 113.40 113.68 113.29 113.43 -0.03 28.11.2025 31137216 0.60 DE|FR Prices
IST Insurance Linked Side Pocket 2 CHF (CHF) DE|FR EN - DE|FR -6.83 64.11 64.11 64.08 64.01 0.10 28.11.2025 131931589 0.82 DE Prices
IST Insurance Linked Side Pocket 2 USD (USD) DE|FR EN - DE|FR 5.15 68.79 68.79 68.76 68.69 0.10 28.11.2025 131930124 0.82 DE Prices
IST3 Private Equity EUR I (EUR) DE|FR EN - - 5.85 2'866.36 2'866.36 2'866.36 2'809.94 56.42 30.09.2025 34388761 on request - Prices
IST3 Private Equity EUR II (EUR) DE|FR EN - - 6.36 2'967.84 2'967.84 2'967.84 2'901.93 65.91 30.09.2025 34388819 on request - Prices
IST3 Private Equity EUR III (EUR) DE|FR EN - - 6.64 3'018.97 3'018.97 3'018.97 2'947.47 71.50 30.09.2025 34388823 on request - Prices
IST3 Private Equity 2 EUR I (EUR) DE|FR EN - - -2.75 1'357.54 1'357.54 1'357.54 1'361.99 -4.45 30.09.2025 46434812 on request - Prices
IST3 Private Equity 2 EUR II (EUR) DE|FR EN - - -2.66 1'370.33 1'370.33 1'370.33 1'371.86 -1.53 30.09.2025 46435227 on request - Prices
IST3 Private Equity 2 EUR III (EUR) DE|FR EN - - -2.60 1'383.70 1'383.70 1'383.70 1'382.71 0.99 30.09.2025 46435244 on request - Prices
IST3 Private Equity 3 Impact EUR I (EUR) DE|FR - - - 4.92 1'316.44 1'316.44 1'316.44 1'326.87 -10.43 30.09.2025 121019697 on request - Prices
IST3 Private Equity 3 Impact EUR II (EUR) DE|FR - - - 5.13 1'333.47 1'333.47 1'333.47 1'332.73 0.74 30.09.2025 121019700 on request - Prices
IST3 Private Equity 3 Impact EUR III (EUR) DE|FR - - - 5.35 1'349.97 1'349.97 1'349.97 1'343.26 6.71 30.09.2025 121019701 on request - Prices