Schindler Foundation

Performance Overview 2018

Contact

Schindler Foundation
Zugerstrasse 13
6030 Ebikon

T. +41 41 445 3011
T. +41 41 445 3013

mario.passerini@schindler.com

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Basic strategy

The basic strategy is to maintain a widely diversified securities portfolio. The investment strategy is structured as stated in the pdf file which you can find on the right side of the navigation.

CHF Bonds

Assets in the CHF bonds category are invested with the IST Investment Foundation. The IST Investment Foundation is an independent investment foundation set up 35 years ago by pension funds.

The debtors of the "Swiss bonds" special assets mainly include the Confederation, the cantons, the financial industry and mortgage bonds. At the end of February 2004 the modified duration was 4.82 years.

Swiss Real Estate

Funds in this investment category are invested with the CS Investment Foundation. The "CSA Real Estate Switzerland" special assets are invested in the Swiss real estate market.

Equities

The equity pool invests 30% of its assets in Swiss equities and 70% in foreign equities.

Hedge Funds

Hedge fund investments are made in two widely diversified funds of hedge funds. Both funds invest in around 20 to 40 individual hedge funds. The funds of hedge funds aim to achieve a positive return of 5% to 8% per year, irrespective of capital market price movements.

Current account

The basic strategy is to maintain a widely diversified securities portfolio. The investment strategy is structured as stated in the pdf file which you can find on the right side of the navigation.