Asset-Allocation
Strategie d'investimento e margini di oscillazione
dall'01.01.2025
| Strategia | Banda | |
|---|---|---|
| Liquidità | 1.0% | 0.0% - 15.0% |
| Obbligazioni in CHF | 16.5% | 6.5% - 26.5% |
| Obbligazioni in valuta estera (hedged) | 3.5% | 1.0% - 6.0% |
| Obligazioni in valuta estera | 0.0% | 0.0%-5.0% |
| Azioni svizzere | 11.0% | 8.5% - 13.5% |
| Azioni estere | 18.0% | 15.5% - 20.5% |
| Immobili svizzeri | 32.5% | 27.5% - 37.5% |
| Immobili esteri alternativi | 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/materie prime | 0.0% | 0.0% - 2.0% |
| Infrastrutture | 4.0% | 2.0% - 6.0% |
| Obbligazioni alternative | 2.0% | 0.0% - 4.0% |
| Resto / Axa Fonds | 0.0% | 0.0% - 2.0% |