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Asset-Allocation

Asset Strategies and Bandwidths

as of Jan, 1 2022

 StrategyBandwidths
Liquidity
0.5%0.0% - 15.0%
Currency overlay
0.0%0.0%
CHF-denominated bonds
14.5%4.5% - 24.5%
Foreign currency bonds (hedged)
4.0%1.5% - 6.5%
Swiss equities
0.0%0.0% - 5.0%
Foreign equities
11.0%8.5% - 13.5%
Swiss real estate
18.0%15.5% - 20.5%
International real estate
33.0%28.0% - 38.0%
Private equity
3.0%1.0% - 5.0%
Hedge funds
7.0%5.0% - 9.0%
Commodities/raw materials
2.0%0.0% - 4.0%
Insurance-linked securities
2.0%0.0%  - 4.0%
Infrastructure
0.0%0.0% - 2.0%
Alternative international real estate
3.0%1.0% - 5.0%
Alternative bonds
2.0%0.0% - 4.0%
Rest0.0%0.0% - 2.0%

as of October, 1 2015

 StrategieBandbreiten
Liquidity
1.0%0.0 - 15.0%
CHF-denominated bonds16.5%+/- 10.0%
Foreign currency bonds (hedged)4.0%+/- 2.5%
Swiss equities
10.0%+/- 2.5%
Foreign equities16.5%+/- 2.5%
Swiss Real Estate33.0%+/- 7.0%
International real estate0.0%+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge-Funds2.0%+/- 2.0%
Commodities/raw materials
0.0%0 - 2.0%
Insurance-linked securities4.0%+/- 2.0%
Infrastructure
3.0%+/- 2.0%
Alternative international real estate2.0%+/- 1.0%
Alternative bonds2.0%+/- 2.0%
Rest0.0%+/- 2.0%

as of January, 1 2015

 StrategieBandbreiten
Liquidity
2.5%0.0 - 15.0% 
CHF-denominated bonds16.5%+/- 10.0%
Foreign currency bonds3.0%+/- 2.5%
Swiss equities10.0%+/- 2.5% 
Foreign equities16.0%+/- 2.5%
Swiss real estate33.0%+/- 7.0%
International real estate0.0%+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge-Funds 2.0%+/- 2.0% 
Commodities/raw materials0.0%0 - 2.0%
Insurance-linked securities4.0%+/- 2.0%
Infrastructure
3.0%+/- 2.0%
Alternative international real estate2.0%+/- 1.0%
Alternative bonds2.0%+/- 2.0%
Rest 0.0 %0 - 2.0%

Information