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Asset-Allocation

Anlagestrategien und Bandbreiten.

ab 01.01.2022

  Strategie Bandbreiten
Liquidität 0.5% 0.0% - 15.0%
Währungsoverlay 0.0% 0.0%
Obligationen CHF 14.5% 4.5% - 24.5%
Obligationen FW (hedged)  4.0% 1.5% - 6.5%
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  33.0% 28.0% - 38.0%
Alternativen Immobilien Ausland  3.0% 1.0% - 5.0%
Private Equity  7.0% 5.0% - 9.0%
Hedge Funds  2.0% 0.0% - 4.0%
Insurance Linked Securities  2.0% 0.0%  - 4.0%
Commodities  0.0% 0.0% - 2.0%
Infrastruktur  3.0% 1.0% - 5.0%
Alternative Obligationen  2.0% 0.0% - 4.0%
Rest / Axa Fonds  0.0% 0.0% - 2.0%

ab 01.10.2015

  Strategie Bandbreiten
Liquidität 1.0% 0.0 - 15.0%
Obligationen CHF 16.5% +/- 10.0%
Obligationen Fremdwährungen (hedged) 4.0% +/- 2.5%
Aktien Schweiz 10.0% +/- 2.5%
Aktien Ausland 16.5% +/- 2.5%
Liegenschaften Schweiz 33.0% +/- 7.0%
Liegenschaften Ausland 0.0% +/- 1.0%
Private Equity 6.0% +/- 2.0%
Hedge-Funds 2.0% +/- 2.0%
Commodities/Rohstoffe 0.0% 0 - 2.0%
Ins. linked Securities 4.0% +/- 2.0%
Infrastruktur 3.0% +/- 2.0%
Alternative Liegenschaften Ausland 2.0% +/- 1.0%
Alternative Obligationen 2.0% +/- 2.0%
Rest 0.0% +/- 2.0%

ab 01.01.2015

  Strategie Bandbreiten
Liquidität 2.5% 0.0 - 15.0% 
Obligationen CHF 16.5% +/- 10.0%
Obligationen Fremdwährungen 3.0% +/- 2.5%
Aktien Schweiz 10.0% +/- 2.5% 
Aktien Ausland 16.0% +/- 2.5%
Liegenschaften Schweiz 33.0% +/- 7.0%
Liegenschaften Ausland 0.0% +/- 1.0%
Private Equity 6.0% +/- 2.0%
Hedge-Funds  2.0% +/- 2.0% 
Commodities/Rohstoffe 0.0% 0 - 2.0%
Ins. linked Securities 4.0% +/- 2.0%
Infrastruktur 3.0% +/- 2.0%
Alternative Liegenschaften Ausland 2.0% +/- 1.0%
Alternative Obligationen 2.0% +/- 2.0%
Rest  0.0 % 0 - 2.0%

Aktuelle Performance