Contatto

Asset-Allocation

Strategie d'investimento e margini di oscillazione

dall'01.01.2022

 StrategieBandbreiten
Liquidität0.5%0.0% - 15.0%
Währungsoverlay0.0%0.0%
Obligationen CHF14.5%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%

dall'01.10.2015

 StrategieBandbreiten
Liquidità1.0%0.0 - 15.0%
Obbligazioni in CHF
16.5%+/- 10.0%
Obbligazioni in valuta estera (hedged)4.0%+/- 2.5%
Azioni svizzere10.0%+/- 2.5%
Azioni estere
16.5%+/- 2.5%
Immobili svizzeri
33.0%+/- 7.0%
Immobili esteri0.0%+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge-Funds2.0%+/- 2.0%
Commodities/materie prime0.0%0 - 2.0%
Ins. linked Securities4.0%+/- 2.0%
Infrastrutture
3.0%+/- 2.0%
Immobili esteri alternativi2.0%+/- 1.0%
Obbligazioni alternative2.0%+/- 2.0%
Resto0.0%+/- 2.0%

dall'01.01.2015

 StrategieBandbreiten
Liquidità
2.5%0.0 - 15.0% 
Obbligazioni in CHF16.5%+/- 10.0%
Obbligazioni in valuta estera3.0%+/- 2.5%
Azioni svizzere10.0%+/- 2.5% 
Azioni estere16.0%+/- 2.5%
Immobili svizzeri33.0%+/- 7.0%
Immobili esteri0.0%+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge-Funds 2.0%+/- 2.0% 
Commodities/materie prime0.0%0 - 2.0%
Ins. linked Securities4.0%+/- 2.0%
Infrastrutture
3.0%+/- 2.0%
Immobili esteri alternativi2.0%+/- 1.0%
Obbligazioni alternative2.0%+/- 2.0%
Resto0.0 %0 - 2.0%

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