{"id":998,"date":"2021-11-21T23:18:45","date_gmt":"2021-11-21T22:18:45","guid":{"rendered":"https:\/\/fppic.ch\/finanzverwaltung\/vermoegensstruktur\/"},"modified":"2024-05-01T13:43:27","modified_gmt":"2024-05-01T11:43:27","slug":"vermoegensstruktur","status":"publish","type":"page","link":"https:\/\/fppic.ch\/de\/finanzverwaltung\/vermoegensstruktur\/","title":{"rendered":"Verm\u00f6gensstruktur"},"content":{"rendered":"

[et_pb_section fb_built=“1″ admin_label=“Services“ _builder_version=“4.16″ _module_preset=“default“ custom_padding=“0px||0px||true|“ locked=“off“ global_colors_info=“{}“][et_pb_row _builder_version=“4.16″ _module_preset=“default“ custom_padding=“40px||50px||false|false“ global_colors_info=“{}“][et_pb_column type=“4_4″ _builder_version=“4.16″ _module_preset=“default“ global_colors_info=“{}“][et_pb_post_title meta=“off“ featured_image=“off“ _builder_version=“4.16″ _module_preset=“default“ title_font=“Poppins|600|||||||“ title_text_color=“#9F0243″ title_font_size=“37px“ global_colors_info=“{}“][\/et_pb_post_title][et_pb_text _builder_version=“4.24.2″ _module_preset=“default“ text_font_size=“16px“ hover_enabled=“0″ global_colors_info=“{}“ sticky_enabled=“0″]<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Anlagekategorie<\/strong><\/td>\n31.12.2023<\/strong><\/td>\nStrategische Allokation seit Juni 2020<\/strong><\/td>\n<\/tr>\n
CHF<\/td>\nStrategie<\/td>\nMin.<\/td>\nMax.<\/td>\n<\/tr>\n
1<\/strong><\/td>\nLiquide Mittel und kurzfristige Anlagen in CHF<\/strong><\/td>\n3 695 924,72<\/strong><\/td>\n1,611%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n4 589 518,00<\/td>\n2%<\/td>\n1%<\/td>\n30%<\/td>\n<\/tr>\n
2<\/strong><\/td>\nSchweizer Obligationen in CHF<\/strong><\/td>\n28 440 916,69<\/strong><\/td>\n12,394%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
2<\/strong><\/td>\nPfandbriefe<\/strong><\/td>\n78 557,00<\/strong><\/td>\n0,034%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
2<\/strong><\/td>\nAusl\u00e4ndische Obligationen in CHF<\/strong><\/td>\n1 126 650,61<\/strong><\/td>\n0,491%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\n<\/td>\n29 646 124,30<\/strong><\/td>\n12,919%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n18 358 073,00<\/td>\n8%<\/td>\n6%<\/td>\n15%<\/td>\n<\/tr>\n
3<\/strong><\/td>\nObligationen und liquide Mittel in ausl. W\u00e4hrungen<\/strong><\/td>\n10 039 543,20<\/strong><\/td>\n4,375%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n11 473 795,00<\/td>\n5%<\/td>\n3%<\/td>\n10%<\/td>\n<\/tr>\n
4<\/strong><\/td>\nSchweizer Aktien<\/strong><\/td>\n40 670 155,90<\/strong><\/td>\n17,723%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n39 010 905,00<\/td>\n17%<\/td>\n9%<\/td>\n22%<\/td>\n<\/tr>\n
5<\/strong><\/td>\nAusl. Aktien<\/strong><\/td>\n30 313 803,55<\/strong><\/td>\n13,210%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n29 831 868,00<\/td>\n13%<\/td>\n6%<\/td>\n19%<\/td>\n<\/tr>\n
6<\/strong><\/td>\nImmobilien direkt in der Schweiz<\/strong><\/td>\n28 989 000,00<\/strong><\/td>\n12,633%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n41 305 664,00<\/td>\n18%<\/td>\n12%<\/td>\n19%<\/td>\n<\/tr>\n
7<\/strong><\/td>\nImmobilien indirekt in der Schweiz (kotiert und nicht kotiert)<\/strong><\/td>\n42 964 059,99<\/strong><\/td>\n18,723%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n32 126 627,00<\/td>\n14%<\/td>\n10%<\/td>\n25%<\/td>\n<\/tr>\n
8<\/strong><\/td>\nImmobilien indirekt im Ausland<\/strong><\/td>\n11 095 768,82<\/strong><\/td>\n4,835%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n11 473 795,00<\/td>\n5%<\/td>\n0%<\/td>\n6%<\/td>\n<\/tr>\n
9<\/strong><\/td>\nHypotheken direkt<\/strong><\/td>\n1 341 000,00<\/strong><\/td>\n0,0584%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n2 294 759,00<\/td>\n1%<\/td>\n0%<\/td>\n2%<\/td>\n<\/tr>\n
10<\/strong><\/td>\nEdelmetalle (Gold)<\/strong><\/td>\n6 515 181,81<\/strong><\/td>\n2,839%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n6 884 277,00<\/td>\n3%<\/td>\n0%<\/td>\n5%<\/td>\n<\/tr>\n
11<\/strong><\/td>\nPrivate Equity<\/strong><\/td>\n12 041 366,34<\/strong><\/td>\n5,247%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n11 473 795,00<\/td>\n5%<\/td>\n0%<\/td>\n6%<\/td>\n<\/tr>\n
12<\/strong><\/td>\nInsurance Linked Securities (ILS)<\/strong><\/td>\n12 163 980,18<\/strong><\/td>\n5.301%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n11 473 795,00<\/td>\n5%<\/td>\n0%<\/td>\n6%<\/td>\n<\/tr>\n
13<\/strong><\/td>\nMicrofinance<\/strong><\/td>\n0,00<\/strong><\/td>\n0,000%<\/strong><\/td>\n<\/td>\n<\/td>\n<\/tr>\n
<\/td>\nStrategische Allokation<\/td>\n9 179 036,00<\/td>\n4%<\/td>\n0%<\/td>\n5%<\/td>\n<\/tr>\n
<\/td>\n<\/tr>\n
GESAMTVERM\u00d6GEN<\/strong><\/td>\n229 475 908,91<\/strong><\/td>\n100%<\/strong><\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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Montag bis Donnerstag
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Ch. des Mouettes 4
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Anlagekategorie 31.12.2023 Strategische Allokation seit Juni 2020 CHF Strategie Min. Max. 1 Liquide Mittel und kurzfristige Anlagen in CHF 3 695 924,72 1,611% Strategische Allokation 4 589 518,00 2% 1% 30% 2 Schweizer Obligationen in CHF 28 440 916,69 12,394% 2 Pfandbriefe 78 557,00 0,034% 2 Ausl\u00e4ndische Obligationen in CHF 1 126 650,61 0,491% 29 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":986,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-998","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/pages\/998","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/comments?post=998"}],"version-history":[{"count":5,"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/pages\/998\/revisions"}],"predecessor-version":[{"id":1319,"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/pages\/998\/revisions\/1319"}],"up":[{"embeddable":true,"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/pages\/986"}],"wp:attachment":[{"href":"https:\/\/fppic.ch\/de\/wp-json\/wp\/v2\/media?parent=998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}