Asset-Allocation
Anlagestrategien und Bandbreiten.
ab 01.01.2025
| Strategie | Bandbreiten | |
|---|---|---|
| Liquidität | 1.0% | 0.0% - 15.0% |
| Obligationen CHF | 16.5% | 6.5% - 26.5% |
| Obligationen FW (hedged) | 3.5% | 1.0% - 6.0% |
| Obligationen FW | 0.0% | 0.0% - 5.0% |
| Aktien Schweiz | 11.0% | 8.5% - 13.5% |
| Aktien Ausland | 18.0% | 15.5% - 20.5% |
| Immobilien CH | 32.5% | 27.5% - 37.5% |
| Alternativen Immobilien Ausland | 2.5% | 0.5% - 4.5% |
| Private Equity | 7.0% | 5.0% - 9.0% |
| Hedge Funds | 1.0% | 0.0% - 3.0% |
| Insurance Linked Securities | 1.0% | 0.0% - 3.0% |
| Commodities | 0.0% | 0.0% - 2.0% |
| Infrastruktur | 4.0% | 2.0% - 6.0% |
| Alternative Obligationen | 2.0% | 0.0% - 4.0% |
| Rest | 0.0% | 0.0% - 2.0% |