Asset-Allocation

Asset-Allocation

Anlagestrategien und Bandbreiten

ab 01.01.2022

 StrategieBandbreiten
Liquidität0.5%0.0% - 15.0%
Währungsoverlay0.0%0.0%
Obligationen CHF14.5%4.5% - 24.5%
Obligationen FW (hedged)4.0%1.5% - 6.5%
Obligationen FW0.0%0.0% - 5.0%
Aktien Schweiz11.0%8.5% - 13.5%
Aktien Ausland18.0%15.5% - 20.5%
Immobilien CH33.0%28.0% - 38.0%
Alternativen Immobilien Ausland3.0%1.0% - 5.0%
Private Equity7.0%5.0% - 9.0%
Hedge Funds2.0%0.0% - 4.0%
Insurance Linked Securities2.0%0.0%  - 4.0%
Commodities0.0%0.0% - 2.0%
Infrastruktur3.0%1.0% - 5.0%
Alternative Obligationen2.0%0.0% - 4.0%
Rest / Axa Fonds0.0%0.0% - 2.0%

ab 01.10.2015

 StrategieBandbreiten
Liquidität1.0%0.0 - 15.0%
Obligationen CHF16.5%+/- 10.0%
Obligationen Fremdwährungen (hedged)4.0%+/- 2.5%
Aktien Schweiz10.0%+/- 2.5%
Aktien Ausland16.5%+/- 2.5%
Liegenschaften Schweiz33.0%+/- 7.0%
Liegenschaften Ausland0.0%+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge-Funds2.0%+/- 2.0%
Commodities/Rohstoffe0.0%0 - 2.0%
Ins. linked Securities4.0%+/- 2.0%
Infrastruktur

3.0%

+/- 2.0%
Alternative Liegenschaften Ausland2.0%+/- 1.0%
Alternative Obligationen2.0%+/- 2.0%
Rest0.0%+/- 2.0%

ab 01.01.2015

 StrategieBandbreiten
Liquidität2.5%0.0 - 15.0%
Obligationen CHF16.5%+/- 10.0%
Obligationen Fremdwährungen3.0%+/- 2.5%
Aktien Schweiz10.0%+/- 2.5%
Aktien Ausland16.0%+/- 2.5%
Liegenschaften Schweiz33.0%+/- 7.0%
Liegenschaften Ausland0.0%+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge-Funds2.0%+/- 2.0%
Commodities/Rohstoffe0.0%0 - 2.0%
Ins. linked Securities4.0%+/- 2.0%
Infrastruktur

3.0%

+/- 2.0%
Alternative Liegenschaften Ausland2.0%+/- 1.0%
Alternative Obligationen2.0%+/- 2.0%
Rest0.0 %0 - 2.0%

Kontakt

Schindler Pensionskasse
Zugerstrasse 13
6030 Ebikon
T. +41 41 445 3171
T. +41 41 445 3012
F. +41 41 445 3022
pk.ch@schindler.com