| Anlagekategorie |
| Strategie 2025
(ab 01.12.2025)
| BVV 2 Limiten |
|
|
| Bandbreiten
| Maximal-
limiten
| Artikel |
|
| neutral | min. | max. |
|
|
| Kurzfristige und liquide Mittel | a
| 1.0% | 0.0% | - 10.0% |
|
|
Obligationen CHF
| b | 12.5% | 8.5% | - 16.5% |
|
|
| Unternehmensanleihen Welt hedged | c
| 6.5% | 4.5% | - 8.5% |
|
|
| Nominalwerte | d=a+b+c
| 20.0% |
|
|
|
|
Aktien Schweiz
| e
| 12.0% | 8.0% | - 16.0% |
|
|
Aktien Ausland
| f
| 18.0%
| 13.0%
| - 23.0%
|
|
|
Immobilien Schweiz
| g
| 35.0%
| 19.0%
| - 42.0%
|
|
|
| Immobilien Ausland hedged | h
| 5.0% | 0.0% | - 8.0% | 10.0%
| 55 lit.c) |
Infrastrukturanlagen
| i
| 7.0%
| 4.0%
| - 10.0%
| 10.0% | 55 lit.f)
|
- davon Infrastrukturanlagen Schweiz
| i1
| 5.0%
|
|
|
|
|
- davon Infrastrukturanlagen Ausland
| i2
| 2.0%
| 0.0%
| - 4.0%
|
|
|
Private Equity
| j
| 3.0%
| 1.0%
| - 5.0%
|
|
|
| Sachwerte | k=e+f+g+h+i+j
| 80.0% |
|
|
|
|
| Total | i=d+k
| 100.0% |
|
|
|
|
Total Fremdwährungen
(nach Absicherung)
| m=f+i2+j
| 23.0%
| 14.0%
| - 32.0%
| 30.0%
| 55 lit. e)
|
Total Aktien
| n=e+f
| 30.0%
| 21.0%
| - 39.0%
| 50.0%
| 55 lit. b)
|
Total Immobilien
| o=g+h
| 40.0% | 19.0% | - 50.0% | 30.0% | 55 lit. c) |
| Total Alternative Anlagen | p=j
| 3.0% | 1.0% | - 5.0% | 15.0% | 55 lit. d) |