Asset-Allocation

Asset-Allocation

Asset Strategies and Bandwiths

Contact

Schindler Pension Fund
Zugerstrasse 13
6030 Ebikon

T. +41 41 445 3139
T. +41 41 445 3012

pk.ch@schindler.com

as of October, 1 2015

 StrategyBandwidths
Liquidity1.0%0 - 15.0%

CHF-denominated bonds

16.5%+/- 10.0%
Foreign currency bonds (hedged)4.0%+/- 2.5%
Swiss equities10.0%+/- 2.5%
Foreign equities16.5%+/- 2.5%
Swiss real estate

33.0%

+/- 7.0%
International real estate

0.0%

+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge Funds2.0%+/- 2.0%
Commodities/raw materials0.0%0 - 2.0%
Insurance-linked securities4.0%+/- 2.0%
Infrastructure

3.0%

+/- 2.0%
Alternative international real estate2.0%+/- 1.0%
Alternative bonds2.0%+/- 2.0%
Rest0.0%+/- 2.0%

as of January, 1 2015

 StrategyBandwidths
Liquidity2.5%0 - 15.0%

CHF-denominated bonds

16.5%+/- 10.0%
Foreign currency bonds3.0%+/- 2.5%
Swiss equities10.0%+/- 2.5%
Foreign equities16.0%+/- 2.5%
Swiss real estate

33.0%

+/- 7.0%
International real estate

0.0%

+/- 1.0%
Private Equity6.0%+/- 2.0%
Hedge Funds2.0%+/- 2.0%
Commodities/raw materials2.0%0 - 2.0%
Insurance-linked securities4.0%+/- 2.0%
Infrastructure

3.0%

+/- 2.0%
Alternative international real estate2.0%+/- 1.0%
Alternative bonds2.0%+/- 2.0%
Rest0.0%0 - 2.0%

as of January, 1 2013

 StrategyBandwidths
Liquidity2.5%0.0 - 15.0%

CHF-denominated bonds

16.5%+/- 10.0%
Foreign currency bonds3.0%+/- 2.5%
Swiss equities10.0%+/- 2.5%
Foreign equities16.0%+/- 2.5%
Private Equity6.0%+/- 2.0%
Hedge Funds2.0%+/- 2.0%
Commodities/raw materials2.0%+/- 2.0%
Insurance-linked securities4.0%+/- 1.0%
Infrastructure

3.0%

+/- 2.0%
Swiss real estate

33.0%

+/- 7.0%
International real estate

2.0%

+/- 1.0%