Performance
The individual performance, after currency hedging, is the following:
1. Money market investment | ||
---|---|---|
Assets: | In million CHF | 916 |
2. Loans | ||
Assets: | In million CHF | 1'328 |
Performance: | Portfolio | -1.17 % |
3. Swiss francs bonds | ||
Assets: | In million CHF | 4'717 |
Performance: | Portfolio | -2.12 % |
4. Foreign currency bonds | ||
Assets: | In million CHF | 14'179 |
Performance: | Portfolio | 0.04 % |
Government bonds | ||
Assets: | In million CHF | 3'985 |
Performance: | Portfolio | -3.31 % |
Inflation-protected bonds | ||
Assets: | In million CHF | 1'569 |
Performance: | Portfolio | 6.47 % |
Emerging markets | ||
Assets: | In million CHF | 1'267 |
Performance: | Portfolio | -2.39 % |
Corporate bonds | ||
Assets: | In million CHF | 3'895 |
Performance: | Portfolio | -1.05 % |
Higher yielding securities + MBS | ||
Assets: | In million CHF | 3'463 |
Performance: | Portfolio | 4.83 % |
5. Equities | ||
Assets: | In million CHF | 9'656 |
Performance: | Portfolio | 16.69 % |
Small, Mid Caps | ||
Assets: | In million CHF | 1'636 |
Performance: | Portfolio | 20.05 % |
Large Caps + EM | ||
Assets: | In million CHF | 8'020 |
Performance: | Portfolio | 16.01 % |
6. Real estate | ||
Assets: | In million CHF | 5'085 |
Performance: | Portfolio | 15.69 % |
Switzerland direct | ||
Assets: | In million CHF | 176 |
Performance: | Portfolio | 10.08 % |
Switzerland listed | ||
Assets: | In million CHF | 2'083 |
Performance: | Portfolio | 7.51 % |
Global listed | ||
Assets: | In million CHF | 948 |
Performance: | Portfolio | 46.68 % |
Global not listed | ||
Assets: | In million CHF | 1'878 |
Performance: | Portfolio | 10.54 % |
7. Commodity investment | ||
Assets: | In million CHF | 1'135 |
Performance: | Portfolio | -0.10 % |
8. Multi-Asset portfolios | ||
Assets: | In million CHF | 1'002 |
Performance: | Portfolio | 3.36 % |
9. Overlay | ||
Performance: | Portfolio | -0.31 % |
10. Liquidity management | ||
Performance: | Portfolio | -0.34 % |
11. Social insurance | ||
Performance: | OAI | 4.94% |
II | 4.10% | |
IC | 5.05% |