Performance

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

  • 4.94 %

    OAI

  • 4.10 %

    II

  • 5.05 %

    IC

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%