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 2.61 1'717.49 1'720.92 1'714.06 1'697.58 19.91 07.09.2026 2903129 0.49 DE|FR Prices
IST Mixta Optima 15 III DE|FR EN DE|FR 2.64 1'720.89 1'724.33 1'717.45 1'700.15 20.74 07.09.2026 2903135 0.44 DE|FR Prices
IST Mixta Optima 25 I DE|FR EN DE|FR 4.19 3'186.48 3'192.85 3'180.11 3'150.89 35.59 07.09.2026 277251 0.57 DE|FR Prices
IST Mixta Optima 25 II DE|FR EN DE|FR 4.23 3'259.49 3'266.01 3'252.97 3'221.31 38.18 07.09.2026 2903137 0.51 DE|FR Prices
IST Mixta Optima 25 III DE|FR EN DE|FR 4.27 3'298.37 3'304.97 3'291.77 3'258.24 40.13 07.09.2026 2903143 0.46 DE|FR Prices
IST Mixta Optima 35 I DE|FR EN DE|FR 5.06 2'129.18 2'133.44 2'124.92 2'103.78 25.40 07.09.2026 1952320 0.57 DE|FR Prices
IST Mixta Optima 35 II DE|FR EN DE|FR 5.11 2'163.61 2'167.94 2'159.28 2'136.63 26.98 07.09.2026 2903147 0.51 DE|FR Prices
IST Mixta Optima 35 III DE|FR EN DE|FR 5.14 2'178.57 2'182.93 2'174.21 2'150.41 28.16 07.09.2026 2903150 0.46 DE|FR Prices
IST Mixta Optima 75 II DE|FR EN DE|FR 8.74 1'464.36 1'467.29 1'461.43 1'444.26 20.10 07.09.2026 50991045 0.45 DE|FR Prices
IST Mixta Optima 75 III DE|FR EN DE|FR 8.78 1'467.39 1'470.32 1'464.46 1'446.60 20.79 07.09.2026 50992141 0.40 DE|FR Prices
IST2 Mixta Optima 30 I DE|FR EN DE|FR 4.82 3'181.08 3'184.26 3'174.72 3'153.11 27.97 07.09.2026 3237560 0.60 DE|FR Prices
IST2 Mixta Optima 30 II DE|FR EN DE|FR 4.86 3'189.30 3'192.49 3'182.92 3'159.49 29.81 07.09.2026 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 0.16 114.35 114.35 114.35 113.27 1.08 04.09.2026 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 0.39 778.00 778.00 778.00 782.75 -4.75 31.08.2026 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 -3.70 1'139.88 1'141.02 1'138.74 1'116.15 23.73 07.09.2026 10964589 0.24 DE|FR Prices
IST Foreign Bonds CHF I DE|FR EN DE|FR 0.17 1'507.63 1'508.69 1'506.57 1'489.78 17.85 07.09.2026 287595 0.30 DE|FR Prices
IST Foreign Bonds CHF II DE|FR EN DE|FR 0.21 1'521.42 1'522.48 1'520.36 1'502.56 18.86 07.09.2026 2902885 0.24 DE|FR Prices
IST Foreign Bonds CHF III DE|FR EN DE|FR 0.24 1'529.93 1'531.00 1'528.86 1'510.39 19.54 07.09.2026 2902904 0.20 DE|FR Prices
IST Foreign Bonds Hedged CHF I DE|FR EN DE|FR -3.18 1'027.48 1'029.53 1'025.43 993.54 33.94 07.09.2026 10964492 0.35 DE|FR Prices
IST Foreign Bonds Hedged CHF II DE|FR EN DE|FR -3.14 1'042.96 1'045.05 1'040.87 1'007.91 35.05 07.09.2026 19376482 0.29 DE|FR Prices
IST Foreign Bonds Hedged CHF III DE|FR EN DE|FR -3.11 1'050.44 1'052.54 1'048.34 1'014.73 35.71 07.09.2026 10964552 0.25 DE|FR Prices
IST Swiss Bonds Index I DE|FR EN DE|FR -0.23 1'508.64 1'516.18 1'508.64 1'494.75 13.89 07.09.2026 287597 0.16 DE|FR Prices
IST Swiss Bonds Index II DE|FR EN DE|FR -0.20 1'530.35 1'538.00 1'530.35 1'515.69 14.66 07.09.2026 2902859 0.12 DE|FR Prices
IST Swiss Bonds Index III DE|FR EN DE|FR -0.17 1'538.91 1'546.60 1'538.91 1'523.60 15.31 07.09.2026 2902867 0.08 DE|FR Prices
IST Global Corporates IG Hedged CHF III DE|FR EN DE|FR -2.65 864.09 866.25 863.23 864.73 -0.64 07.09.2026 55369482 0.29 DE|FR Prices
IST Global Convertibles Hedged CHF I DE|FR EN DE|FR 8.40 191.22 191.41 191.03 176.13 15.09 07.09.2026 4493575 0.57 DE|FR Prices
IST Global Convertibles Hedged CHF II DE|FR EN DE|FR 8.45 193.92 194.11 193.73 178.52 15.40 07.09.2026 19506361 0.51 DE|FR Prices
IST Global Convertibles Hedged CHF III DE|FR EN DE|FR 8.48 195.63 195.83 195.43 180.02 15.61 07.09.2026 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 0.11 933.74 934.21 933.27 915.32 18.42 07.09.2026 277252 0.34 DE|FR Prices
IST Governo Bond II DE|FR - DE|FR 0.15 954.20 954.68 953.72 934.85 19.35 07.09.2026 2902911 0.28 DE|FR Prices
IST Bonds Emerging Markets I DE|FR EN DE|FR 6.18 104.98 105.24 104.88 105.14 -0.16 04.09.2026 12063397 0.56 DE|FR Prices
IST Bonds Emerging Markets II DE|FR EN DE|FR 6.23 106.04 106.31 105.93 106.15 -0.11 04.09.2026 19372050 0.50 DE|FR Prices
IST Bonds Emerging Markets III DE|FR EN DE|FR 6.26 106.63 106.90 106.52 106.70 -0.07 04.09.2026 19372410 0.46 DE|FR Prices
IST Foreign Bonds I DE|FR EN DE|FR 0.71 882.24 883.56 880.92 854.00 28.24 07.09.2026 287599 0.35 DE|FR Prices
IST Foreign Bonds II DE|FR EN DE|FR 0.75 903.39 904.75 902.03 873.97 29.42 07.09.2026 2903043 0.29 DE|FR Prices
IST Foreign Bonds III DE|FR EN DE|FR 0.78 915.28 916.65 913.91 885.14 30.14 07.09.2026 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 4.32 24'858.40 24'885.74 24'831.06 24'526.22 332.18 07.09.2026 287594 0.40 DE|FR Prices
IST Equities Switzerland Small Mid Caps II DE|FR EN DE|FR 4.37 25'520.07 25'548.14 25'492.00 25'163.03 357.04 07.09.2026 2903072 0.33 DE|FR Prices
IST Equities Switzerland Small Mid Caps III DE|FR EN DE|FR 4.44 26'302.49 26'331.42 26'273.56 25'912.95 389.54 07.09.2026 2903074 0.24 DE|FR Prices
IST Equities Switzerland Small Mid Caps 2 II DE|FR - - 6.29 1'097.52 1'098.73 1'096.31 1'083.27 14.25 07.09.2026 153592197 0.46 DE|FR Prices
IST Equities Switzerland Small Mid Caps 2 III DE|FR - - 6.35 1'097.95 1'099.16 1'096.74 1'083.27 14.68 07.09.2026 153592201 0.37 DE|FR Prices
IST Equities Switzerland Small Mid Caps 2 "G" DE|FR - - 6.38 1'098.05 1'099.26 1'096.84 1'083.27 14.78 07.09.2026 153592207 0.35 DE|FR Prices
IST Swiss Equities SMI Index DE|FR EN DE|FR 10.65 5'753.77 5'759.52 5'748.02 5'618.62 135.15 07.09.2026 287596 0.16 DE|FR Prices
IST Swiss Equities SMI Index II DE|FR EN DE|FR 10.68 5'908.02 5'913.93 5'902.11 5'767.19 140.83 07.09.2026 2903068 0.12 DE|FR Prices
IST Swiss Equities SMI Index III DE|FR EN DE|FR 10.71 5'983.69 5'989.67 5'977.71 5'838.52 145.17 07.09.2026 2903071 0.08 DE|FR Prices
IST Swiss Equities SMI Index "G" DE|FR EN DE|FR 10.74 5'989.74 5'995.73 5'983.75 5'842.87 146.87 07.09.2026 119497173 0.05 DE|FR Prices
IST Equities Switzerland SPI Plus II DE|FR EN DE|FR 8.11 2'773.80 2'775.46 2'772.14 2'710.52 63.28 07.09.2026 2903078 0.24 DE|FR Prices
IST Equities Switzerland SPI Plus III DE|FR EN DE|FR 8.14 2'849.66 2'851.37 2'847.95 2'783.65 66.01 07.09.2026 2903079 0.20 DE|FR Prices
IST2 Equities Switzerland SPI Plus I DE|FR EN DE|FR 8.06 2'743.26 2'744.91 2'741.61 2'682.15 61.11 07.09.2026 3237591 0.30 DE|FR Prices
IST2 Swiss Equities Dividend Strategy II DE|FR EN DE|FR 8.63 2'692.03 2'694.72 2'689.34 2'641.51 50.52 07.09.2026 34706367 0.43 DE|FR Prices
IST2 Swiss Equities Dividend Strategy III DE|FR EN DE|FR 8.66 2'703.60 2'706.30 2'700.90 2'651.91 51.69 07.09.2026 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 23.25 1'605.48 1'609.49 1'603.87 1'604.59 0.89 07.09.2026 2353012 0.50 DE|FR Prices
IST Equities Emerging Markets Low Vol II DE|FR EN DE|FR 23.30 1'636.63 1'640.72 1'634.99 1'634.88 1.75 07.09.2026 2903169 0.44 DE|FR Prices
IST Equities Emerging Markets Low Vol III DE|FR EN DE|FR 23.33 1'645.45 1'649.56 1'643.80 1'643.15 2.30 07.09.2026 2903174 0.40 DE|FR Prices
IST Equities Global Low Vol I DE|FR EN DE|FR 14.29 2'915.59 2'918.51 2'912.67 2'876.90 38.69 07.09.2026 14316840 0.65 DE|FR Prices
IST Equities Global Low Vol II DE|FR EN DE|FR 14.34 2'948.91 2'951.86 2'945.96 2'908.21 40.70 07.09.2026 14316842 0.59 DE|FR Prices
IST Equities Global Low Vol III DE|FR EN DE|FR 14.37 2'967.96 2'970.93 2'964.99 2'925.98 41.98 07.09.2026 14316843 0.55 DE|FR Prices
IST America Small Mid Caps III DE|FR EN DE|FR 16.55 3'362.47 3'370.88 3'354.06 3'345.61 16.86 07.09.2026 4493571 0.48 DE|FR Prices
IST America Small Mid Caps "G" DE|FR EN DE|FR 16.55 3'392.06 3'400.54 3'383.58 3'374.77 17.29 07.09.2026 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 EN DE|FR 2.89 5'760.27 5'783.31 5'737.23 5'657.67 102.60 07.09.2026 2903112 0.56 DE|FR Prices
IST Global Small Mid Caps I DE|FR EN DE|FR 15.49 2'862.03 2'870.62 2'853.44 2'848.26 13.77 07.09.2026 20068511 0.78 DE|FR Prices
IST Global Small Mid Caps II DE|FR EN DE|FR 15.56 2'879.71 2'888.35 2'871.07 2'864.01 15.70 07.09.2026 20068518 0.72 DE|FR Prices
IST Global Small Mid Caps III DE|FR EN DE|FR 15.59 2'909.43 2'918.16 2'900.70 2'892.59 16.84 07.09.2026 20068521 0.68 DE|FR Prices
IST Globe Index I DE|FR EN DE|FR 16.43 6'623.69 6'631.64 6'619.05 6'545.10 78.59 07.09.2026 96700 0.18 DE|FR Prices
IST Globe Index II DE|FR EN DE|FR 16.46 6'733.86 6'741.94 6'729.15 6'651.69 82.17 07.09.2026 2903088 0.14 DE|FR Prices
IST Globe Index III DE|FR EN DE|FR 16.52 6'805.05 6'813.22 6'800.29 6'717.77 87.28 07.09.2026 2903090 0.07 DE|FR Prices
IST Globe Index "G" DE|FR EN DE|FR 16.53 6'864.59 6'872.83 6'859.78 6'775.69 88.90 07.09.2026 2256493 0.05 DE|FR Prices
IST Globe Index Hedged CHF II DE|FR EN DE|FR 10.63 2'651.86 2'655.84 2'649.21 2'618.43 33.43 07.09.2026 28243176 0.16 DE|FR Prices
IST Globe Index Hedged CHF "G" DE|FR EN DE|FR 10.71 2'680.55 2'684.57 2'677.87 2'644.42 36.13 07.09.2026 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
IST2 Immo Invest Switzerland I DE|FR - - 2.41 1'048.17 1'058.65 1'037.69 1'048.50 -0.33 31.07.2026 145102169 on request DE|FR Prices
IST2 Immo Invest Switzerland II DE|FR - - 2.47 1'048.24 1'058.72 1'037.76 1'048.51 -0.27 31.07.2026 145102291 on request DE|FR Prices
IST2 Immo Invest Switzerland III DE|FR - - 2.52 1'048.30 1'058.78 1'037.82 1'047.84 0.46 31.07.2026 145102520 0.79 DE|FR Prices
IST Immo Optima Switzerland I DE|FR EN DE|FR -1.44 1'683.09 1'686.46 1'679.72 1'665.37 17.72 07.09.2026 1478761 1.14 DE|FR Prices
IST Immo Optima Switzerland II DE|FR EN DE|FR -1.39 1'710.12 1'713.54 1'706.70 1'691.16 18.96 07.09.2026 2903115 1.08 DE|FR Prices
IST Immo Optima Switzerland III DE|FR EN DE|FR -1.37 1'736.65 1'740.12 1'733.18 1'716.75 19.90 07.09.2026 2903116 1.04 DE|FR Prices
IST Residential Real Estate Switzerland DE|FR EN DE|FR 2.10 152.43 153.95 152.43 148.04 4.39 31.08.2026 24522912 0.41 DE|FR Prices
IST Real Estate Switzerland Focus DE|FR EN DE|FR 3.59 365'301.32 368'954.33 365'301.32 358'046.72 7'254.60 31.08.2026 259857 0.37 DE|FR Prices

Foreign Real Estate

Investment group Monthly report ESG Factsheet 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 9.45 1'661.69 1'665.84 1'657.54 1'610.92 50.77 07.09.2026 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 - 6.65 1'352.41 1'355.11 1'351.73 1'353.90 -1.49 30.06.2026 34217428 1.28 - Prices
IST Real Estate Global USD "G" (USD) DE|FR EN - 6.76 1'355.27 1'357.98 1'354.59 1'356.36 -1.09 30.06.2026 113382075 1.24 - Prices
IST Real Estate Global Hedged CHF III (CHF) DE|FR EN - -1.95 1'085.03 1'087.74 1'083.94 1'086.44 -1.41 30.06.2026 37905094 1.22 - Prices

Infrastructure

Investment group Monthly report ESG Factsheet 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 - 1.70 1'220.01 1'220.01 1'220.01 1'218.27 1.74 26.06.2026 24665533 0.85 - Prices
IST3 Infrastructure Debt USD I (USD) DE|FR EN - -0.07 1'120.30 1'120.30 1'120.30 1'013.87 106.43 30.06.2026 33904650 0.64 - Prices
IST3 Infrastructure Debt USD II (USD) DE|FR EN - -0.04 1'121.68 1'121.68 1'121.68 1'014.59 107.09 30.06.2026 33904675 0.59 - Prices
IST3 Infrastructure Debt 2 USD II (USD) DE|FR EN - -0.38 1'130.90 1'130.90 1'130.90 999.59 131.32 30.06.2026 40242077 0.53 - Prices
IST3 Infrastructure Debt 3 EUR II (EUR) DE|FR EN - 2.37 1'184.26 1'184.26 1'184.26 998.13 186.13 30.06.2026 55162546 0.45 - Prices

Alternatives Investments

Investment group Monthly report ESG Factsheet 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 3.91 161.01 161.33 160.93 161.27 -0.26 31.07.2026 29908189 0.86 DE|FR Prices
IST Insurance Linked Strategies "G" (USD) DE|FR EN DE|FR 3.94 161.31 161.63 161.23 161.50 -0.19 31.07.2026 110134577 0.84 DE|FR Prices
IST Insurance Linked Str.Hedged CHF I (CHF) DE|FR EN DE|FR 6.70 114.13 114.42 114.02 114.17 -0.04 31.07.2026 31131494 0.99 DE|FR Prices
IST Insurance Linked Str.Hedged CHF III (CHF) DE|FR EN DE|FR 1.64 115.74 116.03 115.62 115.94 -0.20 31.07.2026 31137216 0.87 DE|FR Prices
IST Insurance Linked Side Pocket 2 CHF (CHF) DE|FR EN DE|FR 23.96 78.39 78.39 78.35 78.30 0.09 31.07.2026 131931589 0.82 DE Prices
IST Insurance Linked Side Pocket 2 USD (USD) DE|FR EN DE|FR 21.38 83.47 83.47 83.43 83.38 0.09 31.07.2026 131930124 0.82 DE Prices
IST3 Private Equity EUR I (EUR) DE|FR EN - 1.80 2'829.48 2'829.48 2'829.48 2'866.36 -36.88 31.03.2026 34388761 10.81 - Prices
IST3 Private Equity EUR II (EUR) DE|FR EN - 1.77 2'932.92 2'932.92 2'932.92 2'967.84 -34.92 31.03.2026 34388819 10.68 - Prices
IST3 Private Equity EUR III (EUR) DE|FR EN - 1.77 2'985.49 2'985.49 2'985.49 3'018.97 -33.48 31.03.2026 34388823 10.58 - Prices
IST3 Private Equity 2 EUR I (EUR) DE|FR EN - 1.14 1'348.30 1'348.30 1'348.30 1'312.54 35.76 22.05.2026 46434812 5.09 - Prices
IST3 Private Equity 2 EUR II (EUR) DE|FR EN - 1.17 1'361.53 1'361.53 1'361.53 1'325.33 36.20 22.05.2026 46435227 4.95 - Prices
IST3 Private Equity 2 EUR III (EUR) DE|FR EN - 1.18 1'375.00 1'375.00 1'375.00 1'338.70 36.30 22.05.2026 46435244 4.85 - Prices
IST3 Private Equity 3 Impact EUR I (EUR) DE|FR - - -6.27 1'251.85 1'251.85 1'251.85 1'316.44 -64.59 31.03.2026 121019697 8.47 - Prices
IST3 Private Equity 3 Impact EUR II (EUR) DE|FR - - -6.42 1'262.57 1'262.57 1'262.57 1'333.47 -70.90 31.03.2026 121019700 8.13 - Prices
IST3 Private Equity 3 Impact EUR III (EUR) DE|FR - - -6.58 1'272.87 1'272.87 1'272.87 1'349.97 -77.10 31.03.2026 121019701 7.80 - Prices