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Investment strategy

Investment Category 2020

Investment Category
Strategy 2020BVV 2 Limits



Ranges
Maximum
limits 
Article


neutralmin.max.

Short-term and liquid assetsa
1.0%0.0%- 10.0%

Bonds CHF
b15.0%9.0%- 20.0%

Bonds Foreign currencies hedged   
c
9.0%6.0%- 12.0%

Nominal valuesd=a+b+c
25.0%



Swiss Equities
e
10.0%6.0%- 16.0%

Foreign Equities
f
15.0%
10.0%
- 20.0%


Real estate Swiss
g
35.0%
19.0%
- 39.0%


Real estate Foreign hedgedh
5.0%0.0%-  8.0%10.0%
55 lit. c)
Alternative Investments
i
10.0%
0.0%
- 15.0%


Tangible assetsj=e+f+g+h+j
75.0%



Totalk=d+j
100.0%



Total foreign currencies
(after hedging)
l=f+i

25.0%

10.0%

- 35.0%

30.0%

55 lit. e)

Total Equities
m=d+j
25.0%
16.0%
- 36.0%
50.0%
55 lit. b)
Total Real Estate
n=g+h
40.0%19.0%- 47.0%30.0%55 lit. c)
AIternate Investments
o=i
10.0%0.0%- 15.0%15.0%55 lit. d)

The Foundation Council, together with a team of external experts, regularly adjusts the portfolio in accordance with market developments. Long-term cooperation with specialised investment consultants ensures optimal growth, even in times of change.

Mandatory voting in accordance with the Swiss Ordinance against Excessive Remuneration in Listed Stock Companies (Verordnung gegen übermässige Vergütungen bei börsenkotierten Aktiengesellschaften, VegüV)

The INVOR foundation held no direct investments in listed stock companies within Switzerland and no collective investments (with relevant shares in Swiss companies) that would grant the pension institution a voting right in the reporting year 2019.