• Search
  • DE
    FR
    IT
I am interested in
?
The “Search” function is not available at the moment, please try again later.
Please get in contact with us. To contact form
  • DE
    FR
    IT
    • Mixed instruments LOB-Mix Plus 35

    LOB-Mix Plus 35

    Characteristics
    Foundation year
    		 2023
    Security no.
    		 127924353 (ISIN: CH1279243534)
    Bloomberg
    		 LOBMIXC SW
    Special feature Single-investor investment group (closed to other investors)
    Strategic asset allocation Benchmark
    20% Swiss Shares Responsible
    		 Swiss Performance Index SPI (TR)
    15% Global Shares Responsible MSCI World ex Switzerland (TR Net)
    17% 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)
    5% Alternative Investment CS Leveraged Loan Index TR in CHF hedged

    In addition, to improve diversification and reduce the risk, our LOB-Mix Plus 35 investment group comprises 26% real estate and 10% mortgages.

    Downloads & links
    Further downloads
    Quarterly report
    		PDF
    KGAST Performance Comparison
    		PDF
    Contact
    Performance
    Downloads