Performance
The individual performance, after currency hedging, is the following:
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% |