Performance

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

  • 2.59 %

    OAI

  • 2.59 %

    II

  • 2.62 %

    IC

1. Money market investment
Assets: In million CHF 226
 
2. Loans
Assets: In million CHF 1'013
Performance: Portfolio 2.09 %
 
3. Swiss francs bonds
Assets: In million CHF 5'163
Performance: Portfolio 1.44 %
 
4. Foreign currency bonds
Assets: In million CHF 13'334
Performance: Portfolio 2.28 %
 
Government bonds
Assets: In million CHF 3'738
Performance: Portfolio 1.86 %
 
Inflation-protected bonds
Assets: In million CHF 1'534
Performance: Portfolio 3.28 %
 
Emerging markets
Assets: In million CHF 1'244
Performance: Portfolio 1.82 %
 
Corporate bonds
Assets: In million CHF 3'526
Performance: Portfolio 2.78 %
 
Higher yielding securities + MBS
Assets: In million CHF 3'291
Performance: Portfolio 1.95 %
 
5. Equities
Assets: In million CHF 9'330
Performance: Portfolio 6.04 %
 
Small, Mid Caps
Assets: In million CHF 1'627
Performance: Portfolio 6.09 %
 
Large Caps + EM
Assets: In million CHF 7'703
Performance: Portfolio 6.03 %
 
6. Real estate
Assets: In million CHF 4'829
Performance: Portfolio -0.52 %
 
Switzerland direct
Assets: In million CHF 178
Performance: Portfolio 1.28 %
 
Switzerland listed
Assets: In million CHF 1'855
Performance: Portfolio -0.52 %
 
Global listed
Assets: In million CHF 559
Performance: Portfolio 1.38 %
 
Global not listed
Assets: In million CHF 2'237
Performance: Portfolio -1.12 %
 
7. Commodity investment
Assets: In million CHF 1'107
Performance: Portfolio 7.75 %
 
8. Multi-Asset portfolios
Assets: In million CHF 1'333
Performance: Portfolio 3.68 %
 
9. Overlay
Performance: Portfolio -0.12 %
 
10. Liquidity management
Performance: Portfolio 0.23 %
 
11. Social insurance
Performance: OAI 2.59%
II 2.59%
IC 2.62%