Asset classes and expected returns

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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.