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LOB-Mix 30

Foundation year
Security no.
3539998 (ISIN: CH0035399986)
Strategic asset allocation* Benchmark
26% Swiss Shares SBD 100
Swiss Performance Index SPI (TR)
9% Global Shares MSCI World ex Switzerland (TR Net)
24% Swiss Bonds
Swiss Bond Index SBI Total AAA-BBB (TR)
5% Global Bonds FTSE World Broad Investment-Grade Corporate Bond Index (TR)
26% Real Estate
KGAST Immo-Index Mixed
10% Mortgages
Swiss Bond Index SBI Total AAA-BBB 5-7Y (TR)

* New asset allocation as per decision of the Board of Foundation on 27 November 2018. Implementation of the new asset allocation will take place in stages and will be completed by Q1 2019.

In addition, to improve diversification and reduce the risk, our LOB-Mix Plus 30 investment group comprises 26% real estate and 10% mortgages.

Further downloads
Quarterly report PDF
KGAST Performance Comparison PDF