Investment strategy comparisons

Investment categories and strategies

Investment categories Pool 60-plus Pool 25-plus
Liquidity and short-term investments 5% 3%
Nominal asset investments
CHF bonds
Foreign currency bonds
Mortgages
20%
10%
10%
0%
50%
30%
20%
0%
Tangible assets (shares and similar)
Swiss shares
Foreign shares
60%
40%
20%
30%
25%
5%
Real asset (direct investments) 10% 12%
Alternative investments 5% 5%

Investment strategy diagram

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CH-7007 Chur

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