Performance

The individual performance, after currency hedging, is the following:

  • -13.75 %

    OAI

  • -12.62 %

    II

  • -13.64 %

    IC

1. Money market investment
Assets: In million CHF 582
 
2. Loans
Assets: In million CHF 1'113
Performance: Portfolio -4.41 %
 
3. Swiss francs bonds
Assets: In million CHF 4'639
Performance: Portfolio -12.08 %
 
4. Foreign currency bonds
Assets: In million CHF 12'284
Performance: Portfolio -14.00 %
 
Government bonds
Assets: In million CHF 3'508
Performance: Portfolio -14.18 %
 
Inflation-protected bonds
Assets: In million CHF 1'309
Performance: Portfolio -20.69 %
 
Emerging markets
Assets: In million CHF 1'050
Performance: Portfolio -17.15 %
 
Corporate bonds
Assets: In million CHF 3'160
Performance: Portfolio -17.04 %
 
Higher yielding securities + MBS
Assets: In million CHF 3'257
Performance: Portfolio -6.11 %
 
5. Equities
Assets: In million CHF 7'661
Performance: Portfolio -21.23 %
 
Small, Mid Caps
Assets: In million CHF 1'313
Performance: Portfolio -23.02 %
 
Large Caps + EM
Assets: In million CHF 6'348
Performance: Portfolio -20.86 %
 
6. Real estate
Assets: In million CHF 4'922
Performance: Portfolio -5.16 %
 
Switzerland direct
Assets: In million CHF 174
Performance: Portfolio 3.45 %
 
Switzerland listed
Assets: In million CHF 1'827
Performance: Portfolio -13.17 %
 
Global listed
Assets: In million CHF 628
Performance: Portfolio -22.69 %
 
Global not listed
Assets: In million CHF 2'293
Performance: Portfolio 10.13 %
 
7. Commodity investment
Assets: In million CHF 1'113
Performance: Portfolio -1.92 %
 
8. Multi-Asset portfolios
Assets: In million CHF 1'316
Performance: Portfolio -16.77 %
 
9. Overlay
Performance: Portfolio -0.88 %
 
10. Liquidity management
Performance: Portfolio -0.45 %
 
11. Social insurance
Performance: OAI -13.75%
II -12.62%
IC -13.64%