Performance

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

  • 5.89 %

    OASI

  • 5.92 %

    InvI

  • 6.03 %

    LEC

1. Money market investments
Assets: In million CHF 290
Performance: Portfolio 0.13 %
 
2. Loans
Assets: In million CHF 1'285
Performance: Portfolio 0.74 %
 
3. Swiss francs bonds
Assets: In million CHF 5'618
Performance: Portfolio -0.11 %
 
4. Foreign currency bonds
Assets: In million CHF 15'646
Performance: Portfolio -2.80 %
 
Government bonds
Assets: In million CHF 4'487
Performance: Portfolio -4.09 %
 
Inflation-linked bonds
Assets: In million CHF 1'502
Performance: Portfolio -5.02 %
 
Emerging markets bonds
Assets: In million CHF 1'391
Performance: Portfolio 5.59 %
 
Corporate bonds
Assets: In million CHF 3'899
Performance: Portfolio -2.71 %
 
Higher yielding securities + MBS
Assets: In million CHF 4'367
Performance: Portfolio -3.12 %
 
5. Equities
Assets: In million CHF 13'231
Performance: Portfolio 11.18 %
 
Small, Mid Caps
Assets: In million CHF 2'588
Performance: Portfolio 4.04 %
 
Large Caps + EM
Assets: In million CHF 10'643
Performance: Portfolio 13.06 %
 
6. Real estate
Assets: In million CHF 6'398
Performance: Portfolio 0.88 %
 
Switzerland listed
Assets: In million CHF 2'571
Performance: Portfolio 13.61 %
 
Global listed
Assets: In million CHF 865
Performance: Portfolio -10.28 %
 
Global unlisted
Assets: In million CHF 2'962
Performance: Portfolio -5.70 %
 
7. Commodity investments
Assets: In million CHF 2'112
Performance: Portfolio 45.86 %
 
8. Multi-Asset portfolios
Assets: In million CHF 1'305
Performance: Portfolio 7.06 %
 
9. Overlay
Performance: Portfolio 2.30 %
 
10. Liquidity management
Performance: Portfolio 0.46 %
 
11. Social insurance
Performance: OASI 5.89%
InvI 5.92%
LEC 6.03%