Performance
The individual performance, after currency hedging, is the following:
| 1. Money market investment | ||
|---|---|---|
| Assets: | In million CHF | 452 |
| 2. Loans | ||
| Assets: | In million CHF | 1'295 |
| Performance: | Portfolio | 3.72 % |
| 3. Swiss francs bonds | ||
| Assets: | In million CHF | 5'624 |
| Performance: | Portfolio | 5.90 % |
| 4. Foreign currency bonds | ||
| Assets: | In million CHF | 15'830 |
| Performance: | Portfolio | 7.80 % |
| Government bonds | ||
| Assets: | In million CHF | 4'627 |
| Performance: | Portfolio | 3.09 % |
| Inflation-protected bonds | ||
| Assets: | In million CHF | 1'582 |
| Performance: | Portfolio | 3.79 % |
| Emerging markets | ||
| Assets: | In million CHF | 1'260 |
| Performance: | Portfolio | 11.18 % |
| Corporate bonds | ||
| Assets: | In million CHF | 4'061 |
| Performance: | Portfolio | 9.16 % |
| Higher yielding securities + MBS | ||
| Assets: | In million CHF | 4'299 |
| Performance: | Portfolio | 12.35 % |
| 5. Equities | ||
| Assets: | In million CHF | 12'278 |
| Performance: | Portfolio | 16.96 % |
| Small, Mid Caps | ||
| Assets: | In million CHF | 2'492 |
| Performance: | Portfolio | 13.37 % |
| Large Caps + EM | ||
| Assets: | In million CHF | 9'786 |
| Performance: | Portfolio | 17.85 % |
| 6. Real estate | ||
| Assets: | In million CHF | 6'049 |
| Performance: | Portfolio | 9.11 % |
| Switzerland direct | ||
| Assets: | In million CHF | 183 |
| Performance: | Portfolio | 5.75 % |
| Switzerland listed | ||
| Assets: | In million CHF | 2'263 |
| Performance: | Portfolio | 15.97 % |
| Global listed | ||
| Assets: | In million CHF | 687 |
| Performance: | Portfolio | 16.10 % |
| Global not listed | ||
| Assets: | In million CHF | 2'917 |
| Performance: | Portfolio | 3.51 % |
| 7. Commodity investment | ||
| Assets: | In million CHF | 1'447 |
| Performance: | Portfolio | 36.69 % |
| 8. Multi-Asset portfolios | ||
| Assets: | In million CHF | 972 |
| Performance: | Portfolio | 6.60 % |
| 9. Overlay | ||
| Performance: | Portfolio | -3.17 % |
| 10. Liquidity management | ||
| Performance: | Portfolio | 1.56 % |
| 11. Social insurance | ||
| Performance: | OASI | 7.21% |
| InvI | 7.13% | |
| LEC | 7.13% |