Page 15 - Lithop Demo | Zurich Anlagestiftung Jahresbericht

Zürich Anlagestiftung
Jahresbericht 2017
Details zu den Benchmarks
11
Customized Benchmark Mischvermögen
Benchmark
EFFAS SZ Libor Market Return 3m SBI Domestic AAA-BBB
SBI Foreign AAA-BBB
Merrill Lynch CI
Citigroup WGBI ex CH hedged CHF Barclays US Aggregate Corp.
SPI
MSCI Europe ex CH MSCI USA
TOPIX
MSCI Emerging Markets
KGAST Immo-Index Geschäft
Benchmark
BVG Rendite
6,00% 25,00% 12,00%
7,00%
7,00% 11,00% 68,00% 12,00%
5,00% 6,00% 2,00% 2,00%
27,00% 5,00% 5,00%
100,00% Pro l Defensiv
BVG Rendite Plus
6,00% 19,00% 9,00% 7,00% 6,00% 11,00% 58,00% 17,00% 7,00% 8,00% 2,50% 2,50% 37,00% 5,00% 5,00% 100,00%
Pro l Ausgewogen
1,50% 12,00% 7,00% 6,50% 9,00% 1,75% 3,25% 41,00% 8,50% 5,50% 5,00% 1,50% 2,00% 2,00% 24,50% 15,00% 2,50% 2,50% 0,40% 1,60% 22,00% 7,50% 2,00% 3,00% 12,50% 100,00%
BVG Wachstum
6,00% 12,00% 8,00% 7,00% 4,00% 11,00% 48,00% 22,00% 9,00% 10,00% 3,00% 3,00% 47,00% 5,00% 5,00% 100,00%
Pro l Progressiv
1,50% 7,50% 5,50% 4,50% 7,50% 1,75% 3,25%
31,50% 12,50% 6,50% 6,50% 2,00% 3,00% 3,00% 33,50% 15,00% 2,50% 3,00% 0,40% 1,60% 22,50% 7,50% 2,00% 3,00% 12,50% 100,00%
Total Kapitalmarkt
Total Aktien
Total Immobilien
Total
LIBOR TR 3 Months CHF SBI Domestic AAA-BBB SBI Foreign AAA-BBB Merrill Lynch CI
2,50% 16,50% 9,00% 9,00% 10,00% 1,40% 2,60% 51,00% 5,00% 3,50% 3,50% 1,00% 1,00% 1,00% 15,00% 15,00% 2,50% 2,00% 0,40% 1,60% 21,50% 7,50% 2,00% 3,00% 12,50% Total 100,00%
Barclays US Aggregate Corp. TR Gl Focus Conv Bond CHF TR Gl Focus Investment Grad Total Kapitalmarkt
Conv Bond
SPI
MSCI Europe ex CH
MSCI USA
TOPIX
MSCI Emerging Markets
MSCI Daily TR Net Small Cap Total Aktien
KGAST Immo-Index Wohnen KGAST Immo-Index Geschäft FTSE EPRA/NAREIT hedged
SXI Real Estate Shares
SXI Real Estate Funds
Total Immobilien
HFRX GI HF CHF Index
EFFAS SZ Libor Market Return 3m S&P Global Leveraged Loan CHF Total Alternative Anlagen
World