LOB-Mix
| Strategic asset allocation* | Benchmark |
|---|---|
| 15% Swiss Shares Responsible |
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 hedged CHF |
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 2021. Implementation of the new asset allocation will take place in stages and will be completed by Q1 2022.
In addition, to improve diversification and reduce the risk, our LOB-Mix investment group comprises 20% real estate.