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

LOB-Mix

Characteristics
Foundation year
1993
Security no.
1176860 (ISIN: CH0011768600)
Bloomberg PATBVGM SW  
Strategic asset allocation* Benchmark
15% Swiss Shares
Swiss Performance Index SPI (TR)
15% Global Shares Responsible
MSCI World ex Switzerland (TR Net)
40% Swiss Bonds
Swiss Bond Index SBI Total AAA-BBB (TR)
10% Global Bonds
FTSE World Broad Investment-Grade Corporate Bond Index (TR)
20% Swiss Real Estates KGAST Immo-Index Mixed

* 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 investment group comprises 20% real estate.

Further downloads
Quarterly report PDF
KGAST Performance Comparison PDF