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| Strategic asset allocation* | Benchmark |
|---|---|
| 20% Swiss Shares Responsible |
Swiss Performance Index SPI (TR) |
| 15% Global Shares Responsible | MSCI World ex Switzerland (TR Net) |
| 22% Swiss Bond |
Swiss Bond Index SBI Total AAA-BBB (TR) |
| 7% Global Bonds hedged CHF | FTSE World Broad Investment-Grade Corporate Bond Index (TR) |
| 26% Swiss Real Estate |
KGAST Immo-Index Mixed |
| 10% Swiss Mortgages |
Swiss Bond Index SBI Total AAA-BBB 5-7Y (TR) |
* New strategic asset allocation as per decision of the Board of Foundation on 21 June 2022. Implementation of the new asset allocation will take place in stages and will be completed by Q3 2022.
In addition, to improve diversification and reduce the risk, our LOB-Mix Plus 35 investment group comprises 26% real estate and 10% mortgages.
