Performance

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

  • 1.64 %

    OAI

  • 1.55 %

    II

  • 1.66 %

    IC

1. Money market investment
Assets: In million CHF 765
 
2. Loans
Assets: In million CHF 1'035
Performance: Portfolio 3.39 %
 
3. Swiss francs bonds
Assets: In million CHF 5'279
Performance: Portfolio 3.72 %
 
4. Foreign currency bonds
Assets: In million CHF 13'036
Performance: Portfolio -0.11 %
 
Government bonds
Assets: In million CHF 3'550
Performance: Portfolio -3.27 %
 
Inflation-protected bonds
Assets: In million CHF 1'431
Performance: Portfolio -3.67 %
 
Emerging markets
Assets: In million CHF 1'259
Performance: Portfolio 3.01 %
 
Corporate bonds
Assets: In million CHF 3'400
Performance: Portfolio 0.53 %
 
Higher yielding securities + MBS
Assets: In million CHF 3'396
Performance: Portfolio 3.32 %
 
5. Equities
Assets: In million CHF 9'467
Performance: Portfolio 5.83 %
 
Small, Mid Caps
Assets: In million CHF 1'585
Performance: Portfolio 3.37 %
 
Large Caps + EM
Assets: In million CHF 7'882
Performance: Portfolio 6.34 %
 
6. Real estate
Assets: In million CHF 4'853
Performance: Portfolio -1.81 %
 
Switzerland direct
Assets: In million CHF 178
Performance: Portfolio 3.83 %
 
Switzerland listed
Assets: In million CHF 1'862
Performance: Portfolio 1.03 %
 
Global listed
Assets: In million CHF 532
Performance: Portfolio -3.60 %
 
Global not listed
Assets: In million CHF 2'281
Performance: Portfolio -4.19 %
 
7. Commodity investment
Assets: In million CHF 1'047
Performance: Portfolio 1.90 %
 
8. Multi-Asset portfolios
Assets: In million CHF 1'309
Performance: Portfolio 1.82 %
 
9. Overlay
Performance: Portfolio -0.22 %
 
10. Liquidity management
Performance: Portfolio 1.05 %
 
11. Social insurance
Performance: OAI 1.64%
II 1.55%
IC 1.66%