Performance

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

  • -12.38 %

    OAI

  • -11.24 %

    II

  • -12.21 %

    IC

1. Money market investment
Assets: In million CHF 484
 
2. Loans
Assets: In million CHF 985
Performance: Portfolio -6.28 %
 
3. Swiss francs bonds
Assets: In million CHF 4'934
Performance: Portfolio -12.41 %
 
4. Foreign currency bonds
Assets: In million CHF 12'956
Performance: Portfolio -14.77 %
 
Government bonds
Assets: In million CHF 3'537
Performance: Portfolio -14.82 %
 
Inflation-protected bonds
Assets: In million CHF 1'486
Performance: Portfolio -22.85 %
 
Emerging markets
Assets: In million CHF 1'222
Performance: Portfolio -14.44 %
 
Corporate bonds
Assets: In million CHF 3'431
Performance: Portfolio -16.80 %
 
Higher yielding securities + MBS
Assets: In million CHF 3'280
Performance: Portfolio -8.67 %
 
5. Equities
Assets: In million CHF 8'439
Performance: Portfolio -16.77 %
 
Small, Mid Caps
Assets: In million CHF 1'408
Performance: Portfolio -19.01 %
 
Large Caps + EM
Assets: In million CHF 7'031
Performance: Portfolio -16.30 %
 
6. Real estate
Assets: In million CHF 4'883
Performance: Portfolio -6.50 %
 
Switzerland direct
Assets: In million CHF 180
Performance: Portfolio 6.79 %
 
Switzerland listed
Assets: In million CHF 1'857
Performance: Portfolio -11.44 %
 
Global listed
Assets: In million CHF 621
Performance: Portfolio -23.57 %
 
Global not listed
Assets: In million CHF 2'225
Performance: Portfolio 5.15 %
 
7. Commodity investment
Assets: In million CHF 1'027
Performance: Portfolio 0.70 %
 
8. Multi-Asset portfolios
Assets: In million CHF 604
Performance: Portfolio -14.38 %
 
9. Overlay
Performance: Portfolio 0.04 %
 
10. Liquidity management
Performance: Portfolio -0.21 %
 
11. Social insurance
Performance: OAI -12.38%
II -11.24%
IC -12.21%