Asset classes and expected returns
Download |
|
31.12.2017 |
31.12.2016 |
||
---|---|---|---|---|
in CHF thousands |
Share of total assets |
Share of total assets |
||
Equities |
|
|
||
listed market prices (Level 1) |
90'895 |
80'977 |
||
other than listed market prices |
0 |
0 |
||
Bonds |
|
|
||
listed market prices (Level 1) |
154'196 |
150'954 |
||
other than listed market prices |
0 |
0 |
||
Real estate |
|
|
||
listed market prices (Level 1) |
1'581 |
1'193 |
||
other than listed market prices |
24'600 |
24'894 |
||
Alternative financial investments |
28'937 |
910 |
||
Qualified insurance policies |
97'431 |
91'888 |
||
Other financial investments |
0 |
18'790 |
||
Cash and cash equivalents |
28'736 |
30'290 |
The expected return on bonds and shares is based on the yield for long-term Federal notes and the corresponding market expectations. The remaining expected returns are based on empirical values.