Asset classes and expected returns

 

31.12.2013

31.12.2012

in CHF thousands

Share
of total
assets

Share
of total
assets

Equities

 

 

Quoted market prices (Level 1)

86'245

76'107

Other than quoted market prices

0

0

Bonds

 

 

Quoted market prices (Level 1)

162'301

182'796

Other than quoted market prices

0

0

Real estate

 

 

Quoted market prices (Level 1)

7'708

23'820

Other than quoted market prices

19'700

0

Alternative financial investments

3'912

0

Qualified insurance policies

85'582

80'984

Other financial investments

26'071

41'136

Cash

12'711

0

The expected return on bonds and shares is based on the yield for long-term federal medium-term notes and the corresponding market expectations. The remaining expected returns are based on empirical values.

top of page