Asset classes and expected returns
Download |
|
31.12.2018 |
31.12.2017 |
||
---|---|---|---|---|
in CHF thousands |
Share of total assets |
Share of total assets |
||
Equities |
|
|
||
listed market prices (Level 1) |
82'533 |
90'895 |
||
other than listed market prices |
0 |
0 |
||
Bonds |
|
|
||
listed market prices (Level 1) |
163'452 |
154'196 |
||
other than listed market prices |
0 |
0 |
||
Real estate |
|
|
||
listed market prices (Level 1) |
1'457 |
1'581 |
||
other than listed market prices |
29'805 |
24'600 |
||
Alternative financial investments |
23'530 |
28'937 |
||
Qualified insurance policies |
109'171 |
97'431 |
||
Other financial investments |
165 |
0 |
||
Cash and cash equivalents |
20'879 |
28'736 |
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.