POSITIVE PERFORMANCE
POSITIVE PERFORMANCE
2021
Overall performance 2021
| 1st quarter | 2nd quarter | 3rd quarter | 4th quarter | |
|---|---|---|---|---|
| Performance | 2.69% | 4.07% | ||
| Total | 2.69% | 6.87% |
Performance asset classes 2021
| Investment Category | 1st quarter | 2nd quarter | 3rd quarter | 4th quarter |
|---|---|---|---|---|
| Shares Switzerland | 4.70% | 11.34% | ||
| Total shares Switzerland | 4.70% | 16.58% | ||
| Foreign stocks | 11.09% | 4.33% | ||
| Total foreign shares | 11.09% | 15.90% | ||
| Bonds Switzerland | -0.52% | 0.23% | ||
| Total bonds Switzerland | -0.52% | -0.29% | ||
| Foreign currency bonds hedged in CHF | -2.03% | 0.69% | ||
| Total foreign currency bonds hedged in CHF | -2.03% | -1.36% | ||
| Mortgage | 0.16% | 0.16% | ||
| Total mortgage | 0.16% | 0.33% |
|
|
| Real Estate | 1.08% | 1.23% | ||
| Total Real Estate | 1.08% | 2.32% | ||
| Alternative investments | 2.16% | 0.26% | ||
| Total alternative investments | 2.16% | 2.42% | ||
| Infrastructure | 2.52% | -0.70% | ||
| Total infrastructure | 2.52% | 1.81% |
Overall performance since 1.1.2004