Asset-Allocation
Anlagestrategien und Bandbreiten
Kontakt
Schindler Pensionskasse
Zugerstrasse 13
6030 Ebikon
T. +41 41 445 3139
T. +41 41 445 3012
F. +41 41 445 3022
pk.ch@schindler.com
ab 01.10.2015
| Strategie | Bandbreiten | |
|---|---|---|
| Liquidität | 1.0% | 0.0 - 15.0% |
| Obligationen CHF | 16.5% | +/- 10.0% |
| Obligationen Fremdwährungen (hedged) | 4.0% | +/- 2.5% |
| Aktien Schweiz | 10.0% | +/- 2.5% |
| Aktien Ausland | 16.5% | +/- 2.5% |
| Liegenschaften Schweiz | 33.0% | +/- 7.0% |
| Liegenschaften Ausland | 0.0% | +/- 1.0% |
| Private Equity | 6.0% | +/- 2.0% |
| Hedge-Funds | 2.0% | +/- 2.0% |
| Commodities/Rohstoffe | 0.0% | 0 - 2.0% |
| Ins. linked Securities | 4.0% | +/- 2.0% |
| Infrastruktur | 3.0% | +/- 2.0% |
| Alternative Liegenschaften Ausland | 2.0% | +/- 1.0% |
| Alternative Obligationen | 2.0% | +/- 2.0% |
| Rest | 0.0% | +/- 2.0% |
ab 01.01.2015
| Strategie | Bandbreiten | |
|---|---|---|
| Liquidität | 2.5% | 0.0 - 15.0% |
| Obligationen CHF | 16.5% | +/- 10.0% |
| Obligationen Fremdwährungen | 3.0% | +/- 2.5% |
| Aktien Schweiz | 10.0% | +/- 2.5% |
| Aktien Ausland | 16.0% | +/- 2.5% |
| Liegenschaften Schweiz | 33.0% | +/- 7.0% |
| Liegenschaften Ausland | 0.0% | +/- 1.0% |
| Private Equity | 6.0% | +/- 2.0% |
| Hedge-Funds | 2.0% | +/- 2.0% |
| Commodities/Rohstoffe | 0.0% | 0 - 2.0% |
| Ins. linked Securities | 4.0% | +/- 2.0% |
| Infrastruktur | 3.0% | +/- 2.0% |
| Alternative Liegenschaften Ausland | 2.0% | +/- 1.0% |
| Alternative Obligationen | 2.0% | +/- 2.0% |
| Rest | 0.0 % | 0 - 2.0% |