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LOB-Mix Plus 35

Characteristics
Foundation year
2013
Security no.
3539998 (ISIN: CH0035399986)
Bloomberg
BVGMP30SW
 
Strategic asset allocation* Benchmark
20% Swiss Shares
Swiss Performance Index SPI (TR)
15% Global Shares Responsible 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% 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 17 November 2020. Implementation of the new asset allocation will take place in stages and will be completed by Q1 2021.

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

Further downloads
Quarterly report PDF
KGAST Performance Comparison PDF