Anlagestrategien und Bandbreiten
| Strategie | Bandbreiten | |
|---|---|---|
| Liquidität | 0.5% | 0.0% - 15.0% |
| Währungsoverlay | 0.0% | 0.0% |
| Obligationen CHF | 14.5% | 4.5% - 24.5% |
| Obligationen FW (hedged) | 4.0% | 1.5% - 6.5% |
| Obligationen FW | 0.0% | 0.0% - 5.0% |
| Aktien Schweiz | 11.0% | 8.5% - 13.5% |
| Aktien Ausland | 18.0% | 15.5% - 20.5% |
| Immobilien CH | 33.0% | 28.0% - 38.0% |
| Alternativen Immobilien Ausland | 3.0% | 1.0% - 5.0% |
| Private Equity | 7.0% | 5.0% - 9.0% |
| Hedge Funds | 2.0% | 0.0% - 4.0% |
| Insurance Linked Securities | 2.0% | 0.0% - 4.0% |
| Commodities | 0.0% | 0.0% - 2.0% |
| Infrastruktur | 3.0% | 1.0% - 5.0% |
| Alternative Obligationen | 2.0% | 0.0% - 4.0% |
| Rest / Axa Fonds | 0.0% | 0.0% - 2.0% |
| 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% |
| 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% |