Performance

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

  • -10.57 %

    OAI

  • -9.55 %

    II

  • -10.51 %

    IC

1. Money market investment
Assets: In million CHF 582
 
2. Loans
Assets: In million CHF 1'141
Performance: Portfolio -3.76 %
 
3. Swiss francs bonds
Assets: In million CHF 4'726
Performance: Portfolio -10.44 %
 
4. Foreign currency bonds
Assets: In million CHF 12'738
Performance: Portfolio -10.83 %
 
Government bonds
Assets: In million CHF 3'688
Performance: Portfolio -9.76 %
 
Inflation-protected bonds
Assets: In million CHF 1'417
Performance: Portfolio -14.16 %
 
Emerging markets
Assets: In million CHF 1'073
Performance: Portfolio -15.34 %
 
Corporate bonds
Assets: In million CHF 3'289
Performance: Portfolio -13.65 %
 
Higher yielding securities + MBS
Assets: In million CHF 3'271
Performance: Portfolio -5.77 %
 
5. Equities
Assets: In million CHF 8'154
Performance: Portfolio -16.16 %
 
Small, Mid Caps
Assets: In million CHF 1'373
Performance: Portfolio -19.51 %
 
Large Caps + EM
Assets: In million CHF 6'781
Performance: Portfolio -15.45 %
 
6. Real estate
Assets: In million CHF 4'949
Performance: Portfolio -3.77 %
 
Switzerland direct
Assets: In million CHF 176
Performance: Portfolio 2.33 %
 
Switzerland listed
Assets: In million CHF 1'861
Performance: Portfolio -11.23 %
 
Global listed
Assets: In million CHF 680
Performance: Portfolio -16.37 %
 
Global not listed
Assets: In million CHF 2'232
Performance: Portfolio 9.23 %
 
7. Commodity investment
Assets: In million CHF 1'184
Performance: Portfolio 4.27 %
 
8. Multi-Asset portfolios
Assets: In million CHF 1'391
Performance: Portfolio -12.05 %
 
9. Overlay
Performance: Portfolio -0.72 %
 
10. Liquidity management
Performance: Portfolio -0.37 %
 
11. Social insurance
Performance: OAI -10.57%
II -9.55%
IC -10.51%