Swiss Life Investment Foundation Benchmark 2014 2014 2014 2014 2014 2014 2014 2014 2014 2014 2014 2014 31.12.2013 Obbligazioni CHF Svizzera 1.9% 0.1% 0.3% 0.8% 0.8% 0.4% 0.5% 1.2% -0.5% 0.4% 1.1% 0.9% 8.3% SBI Domestic AAA - BBB 2.0% 0.0% 0.4% 0.8% 0.6% 0.3% 0.6% 1.2% -0.4% 0.4% 1.1% 1.0% 8.2% Obbligazioni CHF Estero 1.1% 0.1% 0.2% 0.5% 0.7% 0.3% 0.1% 0.5% -0.2% 0.3% 0.6% 0.5% 4.7% SBI Foreign AAA - BBB 1.2% 0.0% 0.2% 0.5% 0.6% 0.2% 0.1% 0.6% -0.2% 0.3% 0.5% 0.5% 4.8% Obbligazioni Global (CHF hedged) 1.1% 0.8% 0.2% 0.8% 1.1% 0.3% 0.3% 1.3% -0.5% 0.7% 0.8% 0.6% 7.7% customized 1.5% 0.5% 0.1% 0.7% 0.9% 0.3% 0.3% 1.3% -0.5% 0.7% 1.0% 0.5% 7.6% Obbligazioni Global Stati+ (CHF hedged) 1.4% 0.4% 0.3% 0.6% 1.0% 0.3% 0.4% 1.5% -0.2% 0.6% 1.1% 0.8% 8.4% Citigroup WGBI, ex CH (CHF hedged) 1.4% 0.4% 0.1% 0.5% 0.8% 0.3% 0.4% 1.3% -0.2% 0.7% 1.1% 0.8% 7.9% Obbligazioni Global Imprese Short Term (CHF hedged) 0.3% 0.3% -0.1% 0.3% 0.3% 0.0% -0.1% 0.3% -0.1% 0.2% 0.1% -0.1% 1.7% Barclays Gl. Agg. Corp. 1-3 anni (CHF hedged) 0.3% 0.2% 0.0% 0.2% 0.3% 0.0% 0.0% 0.2% 0.0% 0.2% 0.1% -0.2% 1.4% Obbligazioni Global Imprese (CHF hedged) 0.9% 1.2% 0.1% 1.0% 1.3% 0.2% 0.1% 1.2% -0.9% 0.7% 0.5% 0.3% 6.8% Barclays Gl. Agg. Corp. (CHF hedged) 1.6% 0.8% 0.1% 1.0% 1.2% 0.2% 0.1% 1.3% -0.9% 0.8% 0.7% 0.2% 7.2% Azioni Svizzera -0.1% 4.0% 0.5% 1.5% 2.7% -1.4% -1.7% 2.7% 1.5% 0.0% 3.3% -1.5% 11.8% Swiss Performance Index (SPI) -0.1% 4.2% 0.5% 1.6% 2.7% -1.2% -1.5% 2.8% 1.5% 0.0% 3.5% -1.5% 13.0% Azioni Estero -2.1% 1.8% 0.6% 0.5% 3.5% 1.0% 1.1% 2.6% 1.0% 1.4% 1.7% 1.4% 15.5% customized -1.9% 2.0% 0.5% 0.2% 3.5% 1.4% 0.8% 3.1% 0.8% 1.6% 1.7% 1.7% 16.5% Immobili Svizzera 0.3% 0.3% 0.7% 0.3% 0.3% 0.3% 0.3% 0.3% 1.8% 0.3% 0.3% 0.3% 5.6% KGAST Immo-Index 0.4% 0.3% 0.4% 0.4% 0.4% 0.4% 0.4% 0.4% 0.5% 0.4% 0.4% 0.6% 5.1% Immobili commerciali Svizzera 0.3% 0.3% 0.3% 0.3% 0.3% 0.3% 0.3% 0.3% 1.2% 0.3% 0.3% 0.3% 4.5% KGAST Immo-Index 0.4% 0.3% 0.4% 0.4% 0.4% 0.4% 0.4% 0.4% 0.5% 0.4% 0.4% 0.6% 5.1% Fondi immobiliari Svizzera 2.3% -0.5% 2.3% 0.7% -0.2% 0.6% 1.4% -0.7% 1.1% 1.3% -0.1% 5.0% 13.8% SXI Swiss Real Estate Funds 2.1% -0.5% 2.4% 0.7% -0.3% 0.9% 1.7% -0.8% 1.1% 1.3% -0.2% 5.1% 14.5% LPP-Mix 15 0.6% 0.7% 0.3% 0.6% 1.0% 0.2% 0.1% 1.0% 0.3% 0.4% 0.7% 0.4% 6.4% customized 0.7% 0.7% 0.3% 0.6% 0.9% 0.2% 0.2% 1.0% 0.1% 0.4% 0.9% 0.5% 6.6% LPP-Mix 25 0.5% 1.0% 0.4% 0.7% 1.4% 0.2% 0.1% 1.4% 0.3% 0.5% 1.1% 0.4% 8.3% customized 0.8% 1.0% 0.3% 0.7% 1.3% 0.2% 0.2% 1.4% 0.1% 0.5% 1.2% 0.5% 8.6% LPP-Mix 35 0.3% 1.3% 0.4% 0.8% 1.6% 0.1% 0.1% 1.5% 0.5% 0.5% 1.3% 0.3% 9.0% customized 0.5% 1.2% 0.3% 0.7% 1.5% 0.2% 0.1% 1.6% 0.3% 0.6% 1.4% 0.5% 9.4% LPP-Mix 45 0.0% 1.5% 0.4% 0.8% 1.9% 0.1% 0.0% 1.7% 0.6% 0.5% 1.5% 0.2% 9.7% customized 0.3% 1.5% 0.4% 0.8% 1.7% 0.2% 0.0% 1.8% 0.4% 0.6% 1.6% 0.4% 10.1% s LPP-Mixes Obbligazioni Global (CHF hedged) LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Citigroup CHF 1 M Euro Depo 2.00% 2.00% 2.00% 2.00% Barclays Global Aggregate Treasureis ex CH (CHF hedged) 60.0% CSA Hypotheken Schweiz 20.00% Barclays Global Aggregate Corporates (CHF hedged) 40.0% SBI Domestic AAA - BBB 18.00% 24.00% 20.00% 16.00% SBI Foreign AAA - BBB 10.00% 13.00% 12.00% 11.00% Barclays Global Aggregate Treasureis ex CH (CHF hedged) 10.20% 12.60% 10.80% 9.00% Barclays Global Aggregate Corporates (CHF hedged) 6.80% 8.40% 7.20% 6.00% Swiss Performance Index 8.00% 13.00% 18.00% 23.00% Azioni Estero MSCI World, ex CH, in CHF 5.60% 9.60% 13.60% 17.60% MSCI World Small Cap, in CHF 1.05% 1.80% 2.55% 3.30% MSCI World, ex CH (in CHF) 80% MSCI World Emerging Markets, in CHF 0.35% 0.60% 0.85% 1.10% MSCI World Small Cap (in CHF) 15% KGAST Immo-Index 18.00% 15.00% 13.00% 11.00% MSCI World Emerging Markets (in CHF) 5% General-Guisan-Quai 40 Casella postale 8022 Zurigo Telefono +41 43 284 79 79 Fax +41 43 284 79 80 fondazionedinvestimento@swisslife.ch www.swisslife.ch/fondazionedinvestimento
Swiss Life Investment Foundation Benchmark 2013 2013 2013 2013 2013 2013 2013 2013 2013 2013 2013 2013 31.12.2012 Obbligazioni CHF Svizzera -1.3% 0.6% 0.1% 0.8% -0.9% -1.8% 0.4% -0.4% 0.6% 0.4% 0.3% -1.1% -2.4% SBI Domestic AAA - BBB -1.4% 0.7% 0.0% 0.9% -0.9% -1.9% 0.3% -0.3% 0.4% 0.4% 0.3% -1.2% -2.6% Obbligazioni CHF Estero -0.3% 0.5% 0.2% 0.5% -0.1% -1.6% 0.6% 0.0% 0.7% 0.5% 0.3% -0.5% 0.7% SBI Foreign AAA - BBB -0.5% 0.6% 0.1% 0.6% -0.4% -1.2% 0.6% 0.0% 0.5% 0.4% 0.2% -0.6% 0.4% Obbligazioni Global (CHF hedged) -0.9% 0.7% 0.3% 1.6% -1.5% -2.4% 0.6% -0.6% 0.7% 1.1% -0.2% -0.3% -0.9% customized -0.7% 0.7% 0.5% 1.2% -1.6% -1.6% 0.5% -0.4% 0.7% 1.0% -0.1% -0.5% -0.3% Obbligazioni Global Stati+ (CHF hedged) -0.6% 0.6% 0.2% 1.4% -1.5% -1.7% 0.3% -0.5% 0.6% 0.8% -0.1% -0.7% -1.3% Citigroup WGBI, ex CH (CHF hedged) -0.5% 0.5% 0.7% 1.0% -1.6% -1.1% 0.3% -0.3% 0.7% 0.8% -0.1% -0.7% -0.3% Obbligazioni Global Imprese (CHF hedged) -1.2% 0.7% 0.4% 1.8% -1.5% -3.2% 1.0% -0.8% 0.9% 1.5% -0.3% 0.1% -0.5% Barclays Gl. Agg. Corp. (CHF hedged) -0.9% 0.8% 0.3% 1.6% -1.6% -2.5% 0.9% -0.6% 0.7% 1.4% -0.1% -0.3% -0.3% Azioni Svizzera 7.8% 3.5% 3.1% 2.5% 0.9% -3.2% 2.0% -0.8% 3.5% 2.9% 0.6% -0.4% 24.4% Swiss Performance Index (SPI) 7.9% 3.5% 3.1% 2.5% 0.9% -3.3% 2.1% -0.6% 3.5% 2.9% 0.5% -0.4% 24.6% Azioni Estero 4.5% 2.7% 3.7% 0.8% 3.4% -4.2% 3.0% -1.8% 2.0% 4.1% 1.3% 0.3% 21.3% customized 4.4% 2.6% 3.9% 0.8% 3.4% -4.0% 3.4% -1.8% 2.1% 4.0% 1.4% 0.4% 22.3% Immobili Svizzera 0.3% 0.3% 1.4% 0.3% 0.3% 0.3% 0.3% 0.3% 1.2% 0.3% 0.3% 0.3% 5.8% KGAST Immo-Index 0.4% 0.4% 0.4% 0.5% 0.4% 0.4% 0.4% 0.4% 0.7% 0.4% 0.4% 0.9% 5.7% Immobili commerciali Svizzera 0.3% 0.3% 1.2% 0.3% 0.3% 0.3% 0.3% 0.3% 1.5% 0.3% 0.3% 0.3% 6.0% KGAST Immo-Index 0.4% 0.4% 0.4% 0.5% 0.4% 0.4% 0.4% 0.4% 0.7% 0.4% 0.4% 0.9% 5.7% Fondi immobiliari Svizzera 0.2% -3.0% 1.6% 0.6% -0.2% -5.1% 2.4% 1.2% -1.2% -1.7% 2.2% 1.3% -2.1% SXI Swiss Real Estate Funds 0.3% -3.3% 1.8% 0.7% -0.3% -5.3% 2.5% 1.3% -1.6% -1.3% 2.3% 1.3% -1.8% LPP-Mix 15 0.6% 0.9% 0.9% 0.8% -0.1% -1.5% 0.8% -0.3% 1.0% 0.9% 0.2% -0.2% 4.0% customized 0.5% 0.9% 0.7% 0.8% -0.1% -1.2% 0.7% -0.2% 0.8% 0.9% 0.3% -0.2% 3.8% LPP-Mix 25 1.2% 1.1% 1.2% 1.1% 0.0% -2.2% 1.1% -0.5% 1.2% 1.3% 0.3% -0.3% 5.5% customized 1.1% 1.2% 1.1% 1.0% 0.0% -1.8% 1.0% -0.4% 1.1% 1.3% 0.4% -0.3% 5.7% LPP-Mix 35 1.9% 1.4% 1.5% 1.1% 0.3% -2.4% 1.3% -0.6% 1.5% 1.6% 0.3% -0.3% 7.9% customized 1.8% 1.5% 1.4% 1.1% 0.3% -2.0% 1.2% -0.5% 1.3% 1.6% 0.5% -0.3% 8.0% LPP-Mix 45 2.6% 1.7% 1.8% 1.2% 0.6% -2.5% 1.5% -0.7% 1.7% 1.9% 0.5% -0.2% 10.4% customized 2.5% 1.7% 1.7% 1.2% 0.6% -2.3% 1.5% -0.6% 1.6% 1.8% 0.5% -0.2% 10.3% s LPP-Mixes Obbligazioni Global (CHF hedged) LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Citigroup CHF 1 M Euro Depo 2.00% 2.00% 2.00% 2.00% Barclays Global Aggregate Treasureis ex CH (CHF hedged) 60.0% CSA Hypotheken Schweiz 20.00% Barclays Global Aggregate Corporates (CHF hedged) 40.0% SBI Domestic AAA - BBB 18.00% 24.00% 20.00% 16.00% SBI Foreign AAA - BBB 10.00% 13.00% 12.00% 11.00% Barclays Global Aggregate Treasureis ex CH (CHF hedged) 10.20% 12.60% 10.80% 9.00% Barclays Global Aggregate Corporates (CHF hedged) 6.80% 8.40% 7.20% 6.00% Swiss Performance Index 8.00% 13.00% 18.00% 23.00% Azioni Estero MSCI World, ex CH, in CHF 5.60% 9.60% 13.60% 17.60% MSCI World Small Cap, in CHF 1.05% 1.80% 2.55% 3.30% MSCI World, ex CH (in CHF) 80% MSCI World Emerging Markets, in CHF 0.35% 0.60% 0.85% 1.10% MSCI World Small Cap (in CHF) 15% KGAST Immo-Index 18.00% 15.00% 13.00% 11.00% MSCI World Emerging Markets (in CHF) 5% General-Guisan-Quai 40 Casella postale 8022 Zurigo Telefono +41 43 284 79 79 Fax +41 43 284 79 80 fondazionedinvestimento@swisslife.ch www.swisslife.ch/fondazionedinvestimento
Swiss Life Investment Foundation Benchmark 2012 2012 2012 2012 2012 2012 2012 2012 2012 2012 2012 2012 31.12.2011 Obbligazioni CHF Svizzera 0.6% 0.2% -0.5% 0.5% 1.2% -0.4% 0.9% 0.3% -0.1% 0.2% 0.2% -0.1% 2.9% SBI Domestic AAA - BBB 0.5% 0.2% -0.5% 0.5% 1.3% -0.5% 1.0% 0.1% -0.1% 0.2% 0.3% -0.2% 2.4% Obbligazioni CHF Estero 1.4% 0.9% 0.7% 0.0% 0.6% 0.5% 1.2% 0.8% 0.3% 0.4% 0.2% 0.1% 6.5% SBI Foreign AAA - BBB 1.1% 1.0% 0.4% 0.0% 0.6% 0.3% 1.1% 0.7% 0.2% 0.4% 0.1% 0.0% 5.4% Obbligazioni Global (CHF hedged) 1.4% 0.7% 0.2% 0.4% 1.3% -0.1% 2.3% 0.1% 0.5% 0.5% 0.5% 0.3% 7.0% customized 1.3% 0.5% -0.3% 0.6% 1.1% -0.2% 1.7% 0.2% 0.4% 0.5% 0.5% 0.1% 5.4% Obbligazioni Global Stati+ (CHF hedged) 0.8% 0.4% 0.0% 0.4% 2.0% -0.7% 1.4% 0.0% 0.2% -0.1% 0.7% 0.1% 4.5% Citigroup WGBI, ex CH (CHF hedged) 0.6% 0.1% -0.3% 0.6% 1.4% -0.4% 1.0% 0.0% 0.3% 0.0% 0.6% -0.1% 3.3% Obbligazioni Global Imprese (CHF hedged) 2.2% 1.1% 0.3% 0.4% 0.5% 0.7% 3.4% 0.2% 0.9% 1.2% 0.3% 0.5% 10.0% Barclays Gl. Agg. Corp. (CHF hedged) 2.2% 1.0% -0.2% 0.7% 0.6% 0.2% 2.6% 0.5% 0.7% 1.1% 0.2% 0.2% 8.6% Azioni Svizzera 1.7% 3.3% 2.2% -0.4% -4.3% 3.0% 5.0% -0.1% 1.9% 1.4% 2.9% 0.3% 12.7% Swiss Performance Index (SPI) 1.3% 3.2% 2.4% -0.3% -4.2% 3.2% 5.0% -0.2% 1.8% 1.3% 3.1% 0.2% 12.5% Azioni Estero 4.2% 3.0% 1.3% -0.7% -2.6% 1.8% 4.2% 0.0% 1.6% -1.5% 0.8% 1.0% 13.3% customized 4.0% 2.7% 1.3% -0.7% -2.3% 2.1% 4.2% 0.1% 1.6% -1.7% 0.6% 1.0% 13.7% Immobili Svizzera 0.3% 0.3% 1.0% 0.3% 0.3% 0.3% 0.3% 0.3% 1.8% 0.3% 0.3% 0.3% 5.3% KGAST Immo-Index 0.4% 0.4% 0.5% 0.5% 0.4% 0.5% 0.5% 0.5% 0.6% 0.4% 0.5% 1.1% 4.4% Immobili commerciali Svizzera 0.2% 0.2% 0.2% 0.2% 0.3% 0.3% 0.3% 0.3% 1.7% 0.4% 0.3% 0.3% 3.9% KGAST Immo-Index 0.4% 0.4% 0.5% 0.5% 0.4% 0.5% 0.5% 0.5% 0.6% 0.4% 0.5% 1.1% 4.4% Fondi immobiliari Svizzera 1.3% 1.1% 0.8% 0.6% 1.1% -0.4% 3.4% -2.3% -1.1% -3.3% 3.1% 0.8% 4.5% SXI Swiss Real Estate Funds 1.3% 1.2% 0.7% 0.8% 1.2% -0.4% 3.5% -2.3% -1.1% -3.4% 3.2% 1.1% 5.0% LPP-Mix 15 1.1% 0.8% 0.4% 0.2% 0.1% 0.4% 1.5% 0.2% 0.7% 0.2% 0.5% 0.2% 5.6% customized 0.9% 0.8% 0.2% 0.2% 0.1% 0.4% 1.4% 0.2% 0.5% 0.2% 0.5% 0.2% 4.8% LPP-Mix 25 1.5% 1.2% 0.6% 0.1% -0.2% 0.6% 2.2% 0.2% 0.8% 0.2% 0.7% 0.3% 7.2% customized 1.2% 1.1% 0.4% 0.2% -0.2% 0.6% 2.0% 0.2% 0.6% 0.2% 0.7% 0.3% 6.3% LPP-Mix 35 1.7% 1.5% 0.8% 0.0% -0.6% 0.9% 2.4% 0.2% 1.0% 0.2% 0.9% 0.3% 8.0% customized 1.4% 1.3% 0.6% 0.1% -0.6% 0.9% 2.3% 0.2% 0.8% 0.2% 0.9% 0.3% 7.2% LPP-Mix 45 1.9% 1.7% 1.0% -0.1% -1.1% 1.1% 2.8% 0.2% 1.1% 0.2% 1.0% 0.4% 8.9% customized 1.6% 1.6% 0.8% 0.0% -1.0% 1.2% 2.7% 0.2% 0.9% 0.1% 1.0% 0.4% 8.1% s LPP-Mixes Obbligazioni Global (CHF hedged) LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Citigroup CHF 1 M Euro Depo -3/8% 2.00% 2.00% 2.00% 2.00% Citigroup WGBI, ex CH (CHF hedged) 60.0% CSA Hypotheken Schweiz 20.00% Barclays Global Aggregate Corporates (CHF hedged) 40.0% SBI Domestic AAA - BBB 18.00% 24.00% 20.00% 16.00% SBI Foreign AAA - BBB 10.00% 13.00% 12.00% 11.00% Citigroup WGBI, ex CH (CHF hedged) 10.20% 12.60% 10.80% 9.00% Barclays Global Aggregate Corporates (CHF hedged) 6.80% 8.40% 7.20% 6.00% Swiss Performance Index 8.00% 13.00% 18.00% 23.00% Azioni Estero MSCI World, ex CH, in CHF 5.60% 9.60% 13.60% 17.60% MSCI World Small Cap, in CHF 1.05% 1.80% 2.55% 3.30% MSCI World, ex CH (in CHF) 80% MSCI World Emerging Markets, in CHF 0.35% 0.60% 0.85% 1.10% MSCI World Small Cap (in CHF) 15% KGAST Immo-Index 18.00% 15.00% 13.00% 11.00% MSCI World Emerging Markets (in CHF) 5% General-Guisan-Quai 40 Casella postale 8022 Zurigo Telefono +41 43 284 79 79 Fax +41 43 284 79 80 fondazionedinvestimento@swisslife.ch www.swisslife.ch/fondazionedinvestimento
Swiss Life Investment Foundation Benchmark 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 31.12.2010 Obbligazioni CHF Svizzera -0.5% 0.0% -0.3% -0.2% 1.5% 0.6% 1.6% 1.1% 1.2% -0.1% 0.5% 1.0% 0.6% SBI Domestic AAA - BBB -0.4% -0.1% -0.3% -0.3% 1.6% 0.6% 1.9% 1.2% 1.2% -0.1% 0.5% 0.9% 0.5% Obbligazioni CHF Estero 0.1% 0.3% -0.2% 0.1% 1.1% 0.5% 0.8% -0.2% 0.2% 0.2% -1.2% 1.0% 1.4% SBI Foreign AAA - BBB 0.1% 0.1% -0.2% 0.1% 1.3% 0.4% 1.0% 0.2% 0.3% 0.0% -1.6% 1.1% 1.1% Obbligazioni Global (CHF hedged) -0.6% 0.6% -0.5% 1.2% 1.0% -0.3% 1.3% 0.6% 0.7% 0.8% -1.7% 2.2% 1.4% customized -0.3% 0.2% -0.2% 0.9% 1.0% -0.4% 1.2% 0.8% 0.5% 0.2% -1.1% 1.8% 1.3% Obbligazioni Global Stati+ (CHF hedged) -0.8% 0.3% -0.5% 1.1% 1.0% -0.1% 1.4% 1.6% 1.6% -0.5% -0.7% 1.7% 0.8% Citigroup WGBI, ex CH (CHF hedged) -0.5% -0.1% -0.2% 0.6% 1.0% -0.2% 0.8% 1.9% 1.1% -0.8% -0.4% 1.7% 0.6% Obbligazioni Global Imprese (CHF hedged) -0.3% 0.9% -0.4% 1.4% 0.9% -0.5% 1.2% -0.6% -0.3% 2.4% -2.8% 2.7% 2.2% Barclays Gl. Agg. Corp. (CHF hedged) -0.1% 0.7% -0.2% 1.3% 0.9% -0.7% 1.7% -0.7% -0.5% 1.7% -2.2% 2.0% 2.2% Azioni Svizzera 0.5% 2.2% -2.6% 3.7% 0.1% -5.8% -6.6% -5.1% -1.1% 4.0% -1.5% 4.1% 1.7% Swiss Performance Index (SPI) 0.4% 2.4% -2.7% 3.8% 0.2% -5.6% -6.5% -5.0% -0.8% 4.1% -1.5% 4.1% 1.3% Azioni Estero 2.5% 1.8% -1.9% -1.2% -4.2% -2.8% -7.8% -5.6% 2.4% 6.2% 0.8% 2.4% 4.2% customized 2.7% 2.2% -1.9% -1.3% -4.0% -2.8% -8.1% -5.2% 2.2% 6.2% 1.9% 2.5% 4.0% Immobili Svizzera 0.3% 0.3% 1.1% 0.3% 0.4% 0.3% 0.3% 0.4% 1.2% 0.3% 0.3% 0.3% 0.3% KGAST Immo-Index 1.0% 0.4% 0.5% 0.4% 0.5% 0.4% 0.4% 0.5% 0.5% 0.4% 0.4% 1.3% 0.4% Immobili commerciali Svizzera 0.2% 0.2% 2) KGAST Immo-Index 0.4% 1.3% 2) Fondi immobiliari Svizzera -1.6% -0.2% 0.4% -0.3% 1.8% 1.7% -0.4% -0.5% -1.8% 1.7% 1) SXI Swiss Real Estate Funds -1.4% -0.2% 0.5% -0.3% 1.9% 1.7% -0.3% -0.4% -1.8% 1.8% 1) LPP-Mix 15 0.2% 0.4% -0.3% 0.2% 0.4% -0.3% -0.4% -0.2% 0.7% 0.8% -0.4% 1.2% 1.1% customized 0.2% 0.4% -0.4% 0.2% 0.6% -0.3% -0.2% -0.1% 0.7% 0.8% -0.1% 1.4% 0.9% LPP-Mix 25 0.3% 0.6% -0.6% 0.3% 0.3% -0.7% -1.0% -0.7% 0.8% 1.3% -0.6% 1.7% 1.5% customized 0.3% 0.6% -0.7% 0.3% 0.5% -0.7% -0.8% -0.6% 0.8% 1.3% -0.2% 1.8% 1.2% LPP-Mix 35 0.5% 0.8% -0.9% 0.5% 0.0% -1.2% -1.9% -1.3% 0.8% 1.8% -0.6% 1.9% 1.7% customized 0.5% 0.8% -0.9% 0.4% 0.2% -1.2% -1.7% -1.2% 0.8% 1.8% -0.2% 2.0% 1.4% LPP-Mix 45 0.7% 1.0% -1.1% 0.6% -0.4% -1.7% -2.7% -1.9% 0.7% 2.4% -0.6% 2.1% 1.9% customized 0.6% 1.1% -1.1% 0.6% -0.1% -1.7% -2.5% -1.8% 0.8% 2.3% -0.2% 2.2% 1.6% 1) Emissione al 28.02.2011 2) Emissione al 30.11.2011 s s LPP-Mixes / Ab 01.11.2011: LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 LPP-Mixes / 01.12.2009-31.10.2011 LPP-Mix 15 LPP-Mix 25 LPP-Mix 35x 45 BVG-Mix 45 Citigroup CHF 1 M Euro Depo -3/8% 2.00% 2.00% 2.00% 2.00% Citigroup CHF 1 M Euro Depo -3/8% 2.00% 2.00% 2.00% 2.00% CSA Hypotheken Schweiz 20.00% 0.00% 0.00% 0.00% CSA Hypotheken Schweiz 20.00% SBI Domestic AAA - BBB 18.00% 24.00% 20.00% 16.00% SBI Domestic AAA - BBB 33.00% 43.00% 36.00% 29.00% SBI Foreign AAA - BBB 10.00% 13.00% 12.00% 11.00% SBI Foreign AAA - BBB 10.00% 13.00% 12.00% 11.00% Citigroup WGBI, ex CH (CHF hedged) 10.20% 12.60% 10.80% 9.00% Citigroup WGBI, ex CH (CHF hedged) 3.00% 3.00% 3.00% 3.00% Barclays Global Aggregate Corporates (CHF hedged) 6.80% 8.40% 7.20% 6.00% Barclays Global Aggregate Corporates (CHF hedged) 2.00% 2.00% 2.00% 2.00% Swiss Performance Index 8.00% 13.00% 18.00% 23.00% Swiss Performance Index 8.00% 13.00% 18.00% 23.00% MSCI World, ex CH, in CHF 5.60% 9.60% 13.60% 17.60% MSCI World, ex CH, in CHF 5.60% 9.60% 13.60% 17.60% MSCI World Small Cap, in CHF 1.05% 1.80% 2.55% 3.30% MSCI World Small Cap, in CHF 1.05% 1.80% 2.55% 3.30% MSCI World Emerging Markets, in CHF 0.35% 0.60% 0.85% 1.10% MSCI World Emerging Markets, in CHF 0.35% 0.60% 0.85% 1.10% KGAST Immo-Index 18.00% 15.00% 13.00% 11.00% KGAST Immo-Index 15.00% 12.00% 10.00% 8.00% Total 100.00% 100.00% 100.00% 100.00% Total 100.00% 100.00% 100.00% 100.00% Azioni Estero Obbligazioni Global (CHF hedged) / Ab 01.01.2011 MSCI World, ex CH (in CHF) 80% Citigroup WGBI, ex CH (CHF hedged) 60.0% MSCI World Small Cap (in CHF) 15% Barclays Global Aggregate Corporates (CHF hedged) 40.0% MSCI World Emerging Markets (in CHF) 5% Total 100.00% Total 100.00% General-Guisan-Quai 40 Casella postale 8022 Zurigo Telefono +41 43 284 79 79 Fax +41 43 284 79 80 fondazionedinvestimento@swisslife.ch www.swisslife.ch/ fondazionedinvestimento
Swiss Life Investment Foundation Benchmark 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010 31.12.2009 Obbligazioni CHF Svizzera 0.7% 0.8% 0.1% 0.4% 1.3% 0.3% 0.1% 1.3% -0.7% -0.1% -0.1% -0.5% 3.5% SBI Domestic AAA - BBB 0.6% 0.8% 0.0% 0.4% 1.5% 0.4% 0.1% 1.7% -0.8% -0.1% -0.2% -0.8% 3.6% Obbligazioni CHF Estero 1.1% 0.8% 0.3% 0.3% 0.7% -0.2% 0.7% 1.1% -0.2% 0.1% -0.3% -0.4% 4.2% SBI Foreign AAA - BBB 1.1% 0.7% 0.3% 0.0% 0.9% 0.1% 0.4% 1.4% -0.5% 0.1% -0.4% -0.5% 3.7% Obbligazioni valute estere Globale 2.3% 1.9% -3.3% 2.3% 5.0% -4.7% 0.5% -1.3% -1.1% 2.2% -3.0% -5.2% -4.7% Citigroup World Government Bond Index, ex Svizzera (in CHF) 2.1% 2.0% -3.6% 2.1% 6.1% -5.1% 0.6% -1.2% -1.4% 2.1% -3.5% -4.9% -5.2% Azioni Svizzera -0.9% 3.3% 4.3% -2.0% -5.1% -3.0% 1.5% -0.4% 2.5% 3.0% -1.7% 2.6% 3.6% Swiss Performance Index (SPI) -1.0% 3.5% 4.2% -2.7% -4.9% -2.8% 1.5% -0.4% 2.4% 2.9% -1.8% 2.4% 2.9% Azioni Estero -2.1% 2.8% 4.7% 3.1% -3.0% -9.7% 4.7% -7.0% 5.8% 4.4% -0.5% 0.2% 2.1% customized -2.1% 3.3% 4.5% 3.2% -3.0% -10.1% 4.9% -6.9% 5.8% 4.5% -0.4% 0.6% 3.0% Immobili Svizzera 0.3% 0.3% 0.3% 0.6% 0.3% 0.3% 0.3% 0.3% 0.6% 0.3% 0.3% 0.3% 4.2% KGAST Immo-Index 0.4% 0.4% 0.4% 0.4% 0.4% 0.4% 0.5% 0.4% 0.4% 0.4% 0.4% 0.4% 4.9% LPP-Mix 15 0.3% 1.0% 0.7% 0.5% 0.2% -1.2% 0.7% -0.1% 0.4% 0.7% -0.4% -0.2% 2.7% customized 0.3% 1.1% 0.6% 0.3% 0.5% -1.0% 0.6% 0.3% 0.3% 0.7% -0.4% -0.3% 3.0% LPP-Mix 25 0.2% 1.4% 1.2% 0.6% -0.1% -1.9% 1.0% -0.4% 0.7% 1.1% -0.5% -0.1% 3.0% customized 0.2% 1.4% 1.0% 0.4% 0.1% -1.6% 1.0% 0.0% 0.6% 1.0% -0.6% -0.2% 3.3% LPP-Mix 35 0.0% 1.6% 1.6% 0.6% -0.6% -2.5% 1.3% -0.9% 1.2% 1.4% -0.6% 0.1% 2.9% customized 0.0% 1.7% 1.4% 0.4% -0.4% -2.3% 1.3% -0.5% 1.0% 1.4% -0.7% 0.0% 3.3% LPP-Mix 45-0.2% 1.8% 2.0% 0.6% -1.2% -3.2% 1.6% -1.4% 1.6% 1.8% -0.7% 0.2% 2.9% customized -0.2% 2.0% 1.8% 0.4% -0.9% -3.0% 1.6% -1.0% 1.5% 1.8% -0.8% 0.2% 3.2% Benchmark Mixes Benchmark Azioni Estero LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Liquidità 2.0% 2.0% 2.0% 2.0% MSCI World, ex CH (in CHF) 80% Ipoteche Svizzera 20.0% MSCI World Small Cap (in CHF) 15% Obbligazioni CHF Svizzera 33.0% 43.0% 36.0% 29.0% MSCI World Emerging Markets (in CHF) 5% Obbligazioni CHF Estero 10.0% 13.0% 12.0% 11.0% Obbligazioni valute estere Globale 5.0% 5.0% 5.0% 5.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% Immobili Svizzera 15.0% 12.0% 10.0% 8.0%
Investment foundation Swiss Life Benchmark 2009 2009 2009 2009 2009 2009 2009 2009 2009 2009 2009 2009 31.12.2008 Obbligazioni CHF Svizzera 0.8% 0.0% 0.4% 0.7% -0.9% 0.8% 1.9% 0.3% 0.4% 0.2% 0.9% 0.0% 5.7% SBI Domestic AAA - BBB 1) 0.6% 0.0% 0.6% 0.3% -1.0% 0.5% 1.9% 0.2% 0.3% 0.1% 1.0% 0.0% 4.7% Obbligazioni CHF Estero 0.6% -0.7% -1.9% 2.2% 1.9% 1.9% 2.4% 1.1% 0.9% 0.0% 0.4% 0.0% 9.0% SBI Foreign AAA - BBB 2) 0.6% -1.9% -0.5% 1.6% 1.5% 1.4% 2.6% 1.6% 0.8% 0.2% 0.1% -0.1% 7.9% Obbligazioni valute estere Globale 4.9% -3.2% -1.1% 1.5% -2.1% 3.6% 1.5% 0.3% 0.9% -1.0% 1.2% -1.9% 4.4% Citigroup World Government Bond Index, ex Schweiz (in CHF) 3) 4.3% -2.6% 0.1% 0.2% -3.3% 2.1% 0.7% 0.1% 0.4% -1.2% 1.1% -2.2% -0.4% Azioni Svizzera -3.9% -9.8% 5.2% 7.7% 2.4% 1.0% 9.4% 4.5% 2.1% -1.2% -0.2% 4.5% 22.3% Swiss Performance Index (SPI) -4.2% -10.2% 5.3% 8.5% 2.8% 1.0% 9.6% 4.6% 2.2% -1.1% -0.3% 4.4% 23.2% Azioni Estero -2.1% -9.9% 5.9% 10.9% 2.0% 1.3% 7.4% 2.0% 2.0% -2.8% 2.5% 4.7% 24.6% MSCI World, ex Svizzera (in CHF) -0.4% -9.9% 4.9% 11.6% 2.1% 1.5% 7.2% 2.2% 2.1% -3.1% 2.1% 4.8% 26.4% LPP-Mix 15 0.3% -1.5% 0.7% 1.8% 0.0% 0.9% 2.5% 0.8% 0.6% -0.3% 0.3% 0.7% 7.0% customized 0.3% -1.8% 1.1% 1.8% -0.1% 0.7% 2.5% 0.8% 0.6% -0.3% 0.7% 0.6% 7.2% LPP-Mix 25 0.1% -2.6% 1.1% 2.8% 0.1% 1.1% 3.6% 1.2% 0.9% -0.5% 0.6% 1.2% 9.8% customized 0.1% -2.9% 1.5% 2.9% 0.0% 0.9% 3.5% 1.2% 0.8% -0.5% 0.9% 1.1% 9.8% LPP-Mix 35-0.3% -3.5% 1.6% 3.6% 0.3% 1.1% 4.3% 1.5% 1.0% -0.7% 0.6% 1.6% 11.6% customized -0.2% -3.9% 2.0% 3.8% 0.3% 1.0% 4.2% 1.5% 1.0% -0.7% 0.9% 1.5% 11.8% LPP-Mix 45-0.8% -4.4% 2.2% 4.4% 0.6% 1.1% 4.9% 1.8% 1.2% -0.9% 0.7% 2.1% 13.2% customized -0.5% -4.8% 2.5% 4.8% 0.7% 1.0% 4.8% 1.8% 1.2% -0.9% 0.9% 2.0% 13.8% 1) Swiss Bond Index, Domestic (SBI) - fino al 30.6.07 2) Swiss Bond Index, Foreign (SBI) - fino al 30.6.07 3) Customized Lehman Global Aggregate Index - fino al 30.6.06 Fino al 30.11.2009: A partire dal 01.12.2009: LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Liquidità 2.0% 2.0% 2.0% 2.0% Ipoteche Svizzera 25.0% Ipoteche Svizzera 20.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% Obbligazioni CHF Svizzera 33.0% 43.0% 36.0% 29.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% Obbligazioni CHF Estero 10.0% 13.0% 12.0% 11.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% Obbligazioni valute estere Globale 5.0% 5.0% 5.0% 5.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% Immobili Svizzera 15.0% 12.0% 10.0% 8.0%
Investment foundation Swiss Life Benchmark 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 31.12.2007 Obbligazioni CHF Svizzera 1.2% -0.1% 0.0% -0.5% -0.2% -0.5% 1.8% 1.0% 0.8% -0.6% 4.0% 0.1% 7.2% SBI Domestic AAA - BBB 1) 1.4% -0.2% -0.1% -0.5% -0.2% -0.5% 1.8% 1.0% 1.5% -0.8% 4.1% 0.5% 8.1% Obbligazioni CHF Estero 0.4% -0.1% -1.6% 0.7% 0.2% -1.3% 1.3% 0.6% -2.3% -4.4% 3.2% 1.7% -1.9% SBI Foreign AAA - BBB 2) 0.7% 0.0% -1.0% 0.0% -0.1% -0.7% 1.5% 0.9% -2.4% -2.3% 4.2% 0.5% 1.1% Obbligazioni valute estere Globale -0.7% -1.4% -2.4% 1.6% -0.3% -2.3% 2.5% 2.4% -1.4% -0.7% 8.2% -6.2% -1.4% Citigroup World Government Bond Index, ex Schweiz (in CHF) 3) -0.7% -1.4% -2.2% 1.9% -1.2% -2.1% 3.1% 2.7% 0.9% 2.1% 7.9% -6.2% 4.2% Azioni Svizzera -9.8% -1.7% -4.0% 6.4% -0.1% -8.5% 1.6% 1.5% -7.9% -9.5% -6.1% -4.3% -36.1% Swiss Performance Index (SPI) -10.0% -0.7% -3.7% 5.6% 0.6% -7.5% 1.9% 1.6% -8.2% -9.3% -5.2% -4.4% -34.0% Azioni Estero -11.5% -4.2% -6.6% 10.2% 1.8% -11.4% 0.3% 3.2% -11.3% -15.8% -1.6% -9.1% -45.5% MSCI World, ex Svizzera (in CHF) -11.4% -3.9% -5.9% 10.2% 2.6% -10.7% 0.3% 3.3% -11.5% -15.6% -1.3% -9.7% -44.3% LPP-Mix 15-1.1% -0.5% -1.1% 1.2% 0.1% -2.0% 1.3% 1.1% -1.2% -2.4% 2.4% -0.9% -3.1% customized -0.8% -0.5% -1.0% 1.0% 0.1% -1.7% 1.4% 1.2% -0.9% -2.3% 2.6% -1.0% -1.8% LPP-Mix 25-2.2% -1.0% -1.8% 2.2% 0.2% -3.2% 1.5% 1.4% -2.4% -3.9% 2.3% -1.7% -8.5% customized -1.9% -0.8% -1.5% 1.8% 0.2% -2.8% 1.7% 1.5% -1.9% -3.7% 2.5% -1.9% -6.7% LPP-Mix 35-3.5% -1.3% -2.3% 3.1% 0.3% -4.2% 1.4% 1.5% -3.3% -5.0% 1.6% -2.3% -13.5% customized -3.1% -1.0% -2.0% 2.6% 0.4% -3.6% 1.6% 1.6% -2.9% -4.8% 1.8% -2.6% -11.7% LPP-Mix 45-4.7% -1.5% -2.8% 4.0% 0.3% -5.2% 1.3% 1.6% -4.3% -6.1% 0.7% -2.9% -18.4% customized -4.2% -1.2% -2.4% 3.4% 0.6% -4.5% 1.5% 1.8% -4.0% -6.0% 1.0% -3.3% -16.5% 1) Swiss Bond Index, Domestic (SBI) - fino al 30.6.07 2) Swiss Bond Index, Foreign (SBI) - fino al 30.6.07 3) Customized Lehman Global Aggregate Index - fino al 30.6.06 LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Ipoteche Svizzera 25.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% Azioni Estero 7.0% 12.0% 17.0% 22.0%
Investment foundation Swiss Life Benchmark 2007 2007 2007 2007 2007 2007 2007 2007 2007 2007 2007 2007 31.12.2006 Obbligazioni CHF Svizzera -0.4% 0.6% -0.4% -0.1% -1.4% -0.9% 0.5% 0.9% 0.3% 0.6% 0.9% -0.8% -0.3% SBI Domestic AAA - BBB 1) -0.5% 0.7% -0.5% -0.1% -1.5% -1.0% 0.8% 0.9% 0.3% 0.4% 0.9% -0.7% -0.4% Obbligazioni CHF Estero -0.4% 0.6% -0.2% -0.2% -1.3% -1.2% 0.1% 0.7% 0.1% 0.5% 0.7% -1.0% -1.5% SBI Foreign AAA - BBB 2) -0.4% 0.6% -0.3% -0.1% -1.4% -1.2% 0.3% 0.8% 0.1% 0.7% 0.6% -0.7% -1.0% Obbligazioni valute estere Globale 1.0% 0.1% 0.0% -0.1% -0.4% -0.6% 0.6% 1.2% -0.5% 1.1% -0.7% -0.3% 1.5% Citigroup World Government Bond Index, ex Schweiz (in CHF) 3) 0.8% 0.1% 0.2% -0.1% -0.5% -0.6% 1.1% 2.0% -1.0% 0.8% 0.1% -0.2% 2.9% Azioni Svizzera 4.2% -4.0% 2.8% 5.9% 0.7% -2.3% -3.2% -0.3% 0.5% 1.2% -3.1% -3.5% -1.7% Swiss Performance Index (SPI) 4.5% -3.7% 3.0% 6.1% 0.8% -2.2% -3.2% -0.6% 0.4% 1.5% -2.9% -3.2% -0.1% Azioni Estero 3.8% -3.1% 1.5% 3.0% 4.1% -0.8% -4.1% -0.1% 1.9% 2.0% -7.0% -0.7% -0.1% MSCI World, ex Svizzera (in CHF) 4.0% -3.0% 1.7% 3.2% 4.3% -0.7% -3.7% -0.4% 1.9% 2.4% -7.4% -0.8% 0.9% LPP-Mix 15 0.5% -0.2% 0.2% 0.6% -0.5% -0.8% -0.2% 0.6% 0.3% 0.7% -0.3% -0.9% 0.1% customized 0.4% -0.1% 0.2% 0.7% -0.5% -0.9% 0.0% 0.6% 0.3% 0.7% -0.2% -0.7% 0.6% LPP-Mix 25 0.8% -0.6% 0.3% 1.1% -0.3% -1.1% -0.6% 0.6% 0.4% 0.9% -0.8% -1.2% -0.4% customized 0.8% -0.4% 0.3% 1.1% -0.4% -1.1% -0.3% 0.6% 0.4% 0.9% -0.7% -1.0% 0.2% LPP-Mix 35 1.3% -1.0% 0.6% 1.6% 0.1% -1.1% -1.0% 0.5% 0.5% 1.0% -1.4% -1.3% -0.3% customized 1.3% -0.8% 0.6% 1.6% 0.0% -1.1% -0.7% 0.5% 0.5% 1.0% -1.3% -1.2% 0.3% LPP-Mix 45 1.8% -1.4% 0.9% 2.1% 0.5% -1.2% -1.5% 0.4% 0.7% 1.1% -2.0% -1.4% -0.4% customized 1.7% -1.2% 0.9% 2.1% 0.4% -1.2% -1.2% 0.3% 0.6% 1.2% -1.9% -1.3% 0.3% 1) Swiss Bond Index, Domestic (SBI) - fino al 30.6.07 2) Swiss Bond Index, Foreign (SBI) - fino al 30.6.07 3) Customized Lehman Global Aggregate Index - fino al 30.6.06 LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Ipoteche Svizzera 25.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% Azioni Estero 7.0% 12.0% 17.0% 22.0%
Investment foundation Swiss Life Benchmark 2006 2006 2006 2006 2006 2006 2006 2006 2006 2006 2006 2006 31.12.2005 Obbligazioni CHF Svizzera -0.7% -0.2% -0.8% -0.9% 0.2% -0.5% 0.7% 1.1% 0.7% 0.0% 0.7% -1.0% -0.5% Swiss Bond Index, Domestic (SBI) -0.5% 0.1% -1.4% -1.0% 0.3% -0.5% 0.8% 1.4% 0.7% 0.2% 0.7% -0.9% -0.3% Obbligazioni CHF Estero -0.2% -0.3% -0.8% -0.7% 0.3% -0.4% 0.5% 1.0% 0.6% 0.1% 0.6% -0.9% -0.1% Swiss Bond Index, Foreign (SBI) -0.2% 0.0% -1.1% -0.9% 0.3% -0.4% 0.7% 1.2% 0.7% 0.2% 0.7% -0.9% 0.3% Obbligazioni valute estere Globale -1.4% 1.5% -1.1% -2.0% -0.8% 0.0% 0.9% 0.5% 1.7% 0.0% -0.9% -0.1% -1.7% Lehmann Global Aggregate Index * -0.5% 1.9% -1.7% -1.9% -1.2% 0.2% 1.3% 1.1% 1.4% 0.1% -1.0% 0.0% -0.3% Azioni Svizzera 2.9% 0.7% 2.2% 1.5% -4.4% 0.0% 3.5% 3.0% 3.0% 2.0% -1.3% 3.2% 17.2% Swiss Performance Index (SPI) 3.2% 1.4% 2.5% 1.4% -5.2% 0.5% 3.7% 3.0% 3.3% 2.0% -0.5% 4.0% 20.7% Azioni Estero 1.4% 2.3% 1.4% -1.6% -6.1% 0.4% 0.9% 2.4% 3.7% 2.8% -0.9% 3.1% 9.9% (MSCI World, ex Svizzera (in CHF) 2.0% 2.6% 1.2% -1.6% -6.1% 1.2% 0.8% 2.2% 3.4% 2.9% -0.8% 3.2% 11.2% LPP-Mix 15 0.0% 0.3% -0.2% -0.6% -0.7% -0.2% 0.8% 1.1% 1.1% 0.4% 0.2% -0.1% 2.1% customized 0.1% 0.4% -0.6% -0.7% -0.7% -0.1% 0.9% 1.3% 1.0% 0.5% 0.3% 0.0% 2.5% LPP-Mix 25 0.1% 0.4% 0.0% -0.7% -1.4% -0.2% 1.1% 1.4% 1.5% 0.7% 0.0% 0.2% 3.2% customized 0.3% 0.7% -0.5% -0.8% -1.3% -0.1% 1.2% 1.6% 1.4% 0.7% 0.2% 0.3% 3.8% LPP-Mix 35 0.4% 0.6% 0.3% -0.6% -1.9% -0.2% 1.2% 1.6% 1.8% 1.0% -0.2% 0.6% 4.7% customized 0.6% 0.9% -0.2% -0.7% -1.9% 0.0% 1.3% 1.8% 1.7% 1.0% 0.1% 0.8% 5.3% LPP-Mix 45 0.7% 0.7% 0.5% -0.5% -2.4% -0.1% 1.4% 1.7% 2.1% 1.2% -0.3% 1.0% 6.1% customized 0.9% 1.0% 0.1% -0.6% -2.5% 0.1% 1.5% 1.9% 1.9% 1.2% 0.0% 1.2% 6.9% LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Ipoteche Svizzera 25.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% * (20 punti percentuali della quota in dollari americani sono protetti da oscillazioni dell'euro - fino al 29.02.04 senza protezione)
Investment foundation Swiss Life Benchmark 2005 2005 2005 2005 2005 2005 2005 2005 2005 2005 2005 2005 31.12.2004 Obbligazioni CHF Svizzera 1.2% -0.4% 0.5% 1.4% 0.6% 0.1% 0.4% 0.3% -0.2% -1.4% -0.3% 1.0% 3.3% Swiss Bond Index, Domestic (SBI) 1.2% -0.5% 0.6% 1.5% 0.7% 0.1% 0.1% 0.4% 0.0% -1.1% -0.2% 0.8% 3.6% Obbligazioni CHF Estero 0.9% -0.4% 0.5% 0.9% 0.4% 0.2% 0.1% 0.2% -0.1% -1.2% -0.1% 0.5% 1.9% Swiss Bond Index, Foreign (SBI) 0.8% -0.3% 0.5% 1.0% 0.5% 0.2% 0.1% 0.2% -0.1% -1.1% -0.1% 0.5% 2.3% Obbligazioni valute estere Globale 1.9% -2.0% 0.6% 1.0% 2.0% 2.1% -0.6% 0.1% 0.4% -1.9% 0.8% 0.9% 5.3% Lehmann Global Aggregate Index * 2.2% -1.7% 1.1% 0.7% 2.4% 2.3% -0.6% 0.6% -0.2% -2.1% 1.1% 0.8% 6.6% Azioni Svizzera 1.0% 2.9% -0.2% 0.0% 4.2% 2.4% 5.0% -1.0% 5.6% 1.2% 4.5% 2.1% 31.3% Swiss Performance Index (SPI) 1.7% 3.0% 0.5% -0.3% 4.5% 2.3% 5.9% -1.1% 5.9% 1.3% 4.9% 2.5% 35.6% Azioni Estero 1.7% 0.3% 0.5% -3.0% 5.3% 3.3% 3.0% -1.1% 4.7% -4.1% 5.0% 2.8% 19.5% (MSCI World, ex Svizzera (in CHF) 1.9% 0.8% 0.8% -2.7% 6.7% 4.1% 3.6% -0.5% 4.6% -3.7% 5.6% 2.1% 25.9% LPP-Mix 15 1.0% 0.0% 0.3% 0.6% 1.0% 0.5% 0.7% 0.0% 0.7% -1.2% 0.7% 1.0% 5.6% customized 1.1% -0.1% 0.5% 0.7% 1.4% 0.7% 0.8% 0.1% 0.8% -1.0% 0.7% 0.9% 6.9% LPP-Mix 25 1.2% 0.0% 0.4% 0.5% 1.5% 0.8% 1.1% -0.1% 1.2% -1.5% 1.2% 1.4% 8.1% customized 1.4% 0.0% 0.6% 0.6% 2.1% 1.0% 1.2% 0.1% 1.3% -1.2% 1.3% 1.2% 10.1% LPP-Mix 35 1.2% 0.2% 0.4% 0.3% 2.0% 1.1% 1.5% -0.2% 1.7% -1.5% 1.8% 1.5% 10.3% customized 1.4% 0.3% 0.6% 0.4% 2.5% 1.3% 1.7% 0.0% 1.8% -1.2% 1.8% 1.3% 12.7% LPP-Mix 45 1.2% 0.5% 0.3% 0.0% 2.4% 1.3% 1.8% -0.3% 2.2% -1.5% 2.2% 1.6% 12.4% customized 1.5% 0.5% 0.6% 0.1% 3.0% 1.6% 2.1% -0.1% 2.4% -1.2% 2.3% 1.5% 15.3% Mix 60 1.3% 0.6% 0.3% -0.4% 3.0% 1.7% 2.4% -0.5% chiuso al 30.09.2005 11.1% customized 1.6% 0.9% 0.6% -0.4% 3.7% 2.0% 2.8% -0.3% 15.0% LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Mix 60 Ipoteche Svizzera 25.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% 30.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% 6.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% 4.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% 30.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% 30.0% * (20 punti percentuali della quota in dollari americani sono protetti da oscillazioni dell'euro - fino al 29.02.04 senza protezione)
Anlagestiftung Fondation de placement Fondazione d'investimento Investment Foundation Swiss Life Swiss Life Swiss Life Swiss Life Benchmark 2004 2004 2004 2004 2004 2004 2004 2004 2004 2004 2004 2004 31.12.2003 Obbligazioni CHF Svizzera 0.4% 1.1% 0.5% -0.9% -0.4% -0.6% 0.8% 1.2% 0.4% 1.0% 1.0% -0.1% 4.3% Swiss Bond Index, Domestic (SBI) 0.4% 1.1% 0.4% -0.9% -0.5% -0.6% 0.8% 1.1% 0.4% 1.2% 1.0% 0.1% 4.6% Obbligazioni CHF Estero 0.5% 0.9% 0.3% -0.8% -0.2% -0.5% 0.7% 1.1% 0.3% 0.8% 0.7% -0.2% 3.4% Swiss Bond Index, Foreign (SBI) 0.6% 0.8% 0.2% -0.9% -0.2% -0.6% 0.7% 1.1% 0.3% 0.8% 0.5% -0.2% 3.2% Obbligazioni valute estere Globale 1.9% 1.5% 1.0% -1.8% -2.4% -0.1% 1.5% 1.8% 0.0% -1.2% -2.1% 2.4% 2.4% Lehmann Global Aggregate Index * 2.1% 1.4% 1.3% -2.7% -2.5% 0.3% 1.3% 2.3% 0.0% -2.2% -2.3% 2.6% 1.4% Azioni Svizzera 4.2% 1.3% -2.3% 3.5% -2.2% 0.0% -1.4% -1.1% 1.3% -2.0% 1.3% 4.7% 7.1% Swiss Performance Index (SPI) 4.8% 1.7% -2.9% 3.8% -2.1% 0.1% -1.6% -2.0% 1.0% -1.7% 1.6% 4.5% 6.9% Azioni Estero 3.0% 2.1% 0.3% -0.5% -2.6% 2.1% -1.8% -0.4% 0.6% -2.4% 0.3% 3.3% 3.8% (MSCI World, ex Svizzera (in CHF) 3.3% 2.6% -0.2% -0.6% -2.5% 2.2% -1.8% 0.4% 0.2% -1.6% -0.6% 4.4% 5.7% LPP-Mix 15 0.9% 1.0% 0.2% -0.5% -0.7% -0.2% 0.3% 0.7% 0.4% 0.2% 0.6% 0.7% 3.4% customized 1.0% 1.1% 0.1% -0.4% -0.7% -0.2% 0.4% 0.7% 0.3% -0.2% 0.6% 0.8% 3.9% LPP-Mix 25 1.2% 1.2% 0.1% -0.4% -1.1% -0.2% 0.2% 0.7% 0.5% 0.0% 0.6% 1.2% 4.1% customized 1.5% 1.3% -0.1% -0.4% -1.1% -0.1% 0.2% 0.7% 0.4% 0.1% 0.6% 1.3% 4.7% LPP-Mix 35 1.5% 1.3% 0.0% -0.2% -1.3% 0.0% -0.1% 0.5% 0.5% -0.3% 0.6% 1.5% 4.2% customized 1.8% 1.4% -0.3% -0.1% -1.3% 0.1% 0.0% 0.5% 0.4% -0.1% 0.6% 1.8% 5.0% LPP-Mix 45 1.8% 1.3% -0.2% 0.1% -1.4% 0.1% -0.3% 0.3% 0.6% -0.6% 0.6% 1.9% 4.2% customized 2.2% 1.5% -0.5% 0.2% -1.4% 0.3% -0.3% 0.3% 0.5% -0.4% 0.6% 2.2% 5.2% Mix 60 2.2% 1.4% -0.4% 0.5% -1.7% 0.4% -0.7% -0.1% 0.7% -1.0% 0.7% 2.5% 4.4% customized 2.7% 1.7% -0.8% 0.5% -1.7% 0.5% -0.7% 0.0% 0.5% -0.7% 0.6% 2.8% 5.5% LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Mix 60 Ipoteche Svizzera 25.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% 30.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% 6.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% 4.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% 30.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% 30.0% * (20 punti percentuali della quota in dollari americani sono protetti da oscillazioni dell'euro - fino al 29.02.04 senza protezione)
Anlagestiftung Fondation de placement Fondazione d'investimento Investment Foundation Swiss Life Swiss Life Swiss Life Swiss Life Benchmark 2003 2003 2003 2003 2003 2003 2003 2003 2003 2003 2003 2003 31.12.2002 Obbligazioni CHF Svizzera 0.2% 0.6% -0.4% -0.3% 1.7% -0.5% -0.6% -0.6% 1.1% -0.5% -0.4% 1.1% 1.4% Swiss Bond Index, Domestic (SBI) 0.3% 0.6% -0.5% -0.4% 1.8% -0.5% -0.6% -0.7% 0.7% -0.4% -0.3% 1.3% 1.5% Obbligazioni CHF Estero 0.3% 0.6% -0.6% 0.0% 1.3% -0.4% -0.6% -0.2% 0.6% -0.2% -0.1% 0.7% 1.5% Swiss Bond Index, Foreign (SBI) 0.3% 0.5% -0.5% -0.1% 1.5% -0.4% -0.6% -0.3% 0.7% -0.2% -0.1% 0.8% 1.7% Obbligazioni valute estere Globale -0.3% 0.3% 0.4% 1.2% -0.5% 3.0% -1.4% 1.0% -0.8% 0.5% -1.9% -0.7% 0.7% Lehmann Brothers Global Index (in CHF) -0.4% 0.7% 0.3% 1.6% -1.3% 3.7% -1.9% 2.0% -1.9% 1.2% -2.2% -1.0% 0.6% Azioni Svizzera -3.7% -5.5% -0.7% 11.5% 2.2% 3.6% 5.3% 0.5% -1.1% 3.6% 2.0% 2.8% 21.2% Swiss Performance Index (SPI) -4.8% -5.9% -0.9% 12.2% 2.3% 3.8% 5.3% 1.5% -1.3% 3.9% 1.9% 3.1% 22.1% Azioni Estero -4.8% -2.3% 0.4% 7.8% 0.0% 6.7% 3.3% 4.0% -4.9% 7.0% -2.6% 1.8% 16.4% (MSCI World, ex Svizzera (in CHF) -4.5% -2.2% -0.3% 9.1% 0.7% 6.7% 3.0% 4.5% -5.9% 7.9% -2.1% 1.8% 19.0% LPP-Mix 15 0.2% 0.2% 0.1% 0.5% -0.3% 0.9% dal 30.06.2003 1.5% customized 0.2% 0.2% 0.0% 0.8% -0.3% 1.0% dal 30.06.2003 1.8% LPP-Mix 25-1.1% -0.6% -0.1% 2.5% 1.3% 1.3% 0.7% 0.4% -0.2% 1.0% -0.5% 1.1% 5.9% customized -1.0% -0.6% -0.5% 2.6% 1.5% 1.3% 0.5% 0.5% -0.4% 1.3% -0.4% 1.3% 6.2% LPP-Mix 35-1.5% -1.1% -0.1% 3.4% 1.3% 1.9% 1.2% 0.7% -0.6% 1.6% -0.5% 1.3% 7.7% customized -1.5% -1.1% -0.5% 3.7% 1.5% 1.8% 1.0% 0.8% -0.8% 1.9% -0.3% 1.5% 8.2% LPP-Mix 45-2.0% -1.5% -0.1% 4.5% 1.2% 2.4% 1.7% 0.9% -0.9% 2.1% -0.5% 1.4% 9.3% customized -2.0% -1.5% -0.5% 4.8% 1.5% 2.3% 1.5% 1.2% -1.3% 2.5% -0.3% 1.6% 10.1% Mix 60-2.7% -2.2% 0.0% 6.0% 1.1% 3.3% 2.4% 1.3% -1.6% 3.0% -0.5% 1.6% 12.0% customized -2.7% -2.2% -0.5% 6.4% 1.5% 3.1% 2.2% 1.7% -1.9% 3.5% -0.2% 1.9% 13.0% LPP-Mix 15 LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Mix 60 Ipoteche Svizzera 25.0% Obbligazioni CHF Svizzera 45.0% 55.0% 48.0% 40.0% 30.0% Obbligazioni CHF Estero 10.0% 12.0% 10.0% 9.0% 6.0% Obbligazioni valute estere Globale 5.0% 8.0% 7.0% 6.0% 4.0% Azioni Svizzera 8.0% 13.0% 18.0% 23.0% 30.0% Azioni Estero 7.0% 12.0% 17.0% 22.0% 30.0%
Anlagestiftung Fondation de placement Fondazione d'investimento Investment Foundation Swiss Life Swiss Life Swiss Life Swiss Life Gruppo d'investimento Gennaio Febbraio Marzo Aprile Maggio Giugno Luglio Agosto Settembre Ottobre Novembre Dicembre Performance Benchmark 2002 2002 2002 2002 2002 2002 2002 2002 2002 2002 2002 2002 31.12.01-31.12.02 Obbligazioni CHF Svizzera -0.2% 0.6% -0.1% 1.2% 0.7% 1.2% 1.3% 0.6% 2.2% 0.0% 0.7% 2.0% 10.7% Swiss Bond Index, Domestic (SBI) 0.0% 0.4% 0.0% 1.2% 0.7% 1.1% 1.3% 0.7% 2.3% 0.0% 0.7% 1.9% 10.7% Obbligazioni CHF Estero 0.0% 0.5% 0.1% 1.3% 0.7% 0.6% 1.1% 0.9% 1.3% -0.1% 0.7% 1.4% 8.7% Swiss Bond Index, Foreign (SBI) 0.0% 0.6% 0.1% 1.2% 0.7% 0.7% 1.2% 0.9% 1.6% 0.1% 0.4% 1.3% 9.1% Obbligazioni valute estere Globale 2.0% 0.7% -2.4% -0.6% -1.0% -1.6% 1.1% 3.0% 0.1% -0.2% 0.1% -2.5% -1.6% Lehmann Brothers Global Index (in CHF) 2.0% 0.5% -2.2% -0.8% -1.3% -1.9% 1.3% 2.4% -0.4% 0.0% 0.4% -3.0% -3.0% Azioni Svizzera -2.2% 2.2% 4.7% -0.9% 0.4% -8.1% -9.8% 0.3% -8.2% 2.9% 3.1% -8.9% -23.2% Swiss Performance Index (SPI) -2.7% 1.6% 5.3% -0.9% 0.6% -8.8% -12.6% 0.8% -8.7% 3.2% 3.5% -8.9% -26.0% Azioni Estero -0.7% -1.0% 3.4% -5.8% -3.0% -9.9% -8.0% 1.7% -12.7% 6.3% 3.7% -10.5% -33.0% (MSCI World, ex Svizzera (in CHF) -0.1% -1.2% 2.7% -7.1% -3.4% -11.1% -8.5% 0.9% -12.5% 7.9% 5.6% -11.4% -33.6% LPP-Mix 25-0.3% 0.5% 0.8% -0.3% 0.0% -1.9% -1.7% 1.0% -1.6% 1.3% 1.4% -1.9% -2.7% customized -0.2% 0.4% 0.9% -0.2% 0.0% -2.0% -1.6% 0.9% -1.2% 1.4% 1.6% -1.5% -1.7% LPP-Mix 35-0.5% 0.5% 1.2% -0.7% -0.2% -2.9% -2.7% 1.0% -2.8% 1.8% 1.7% -2.9% -6.4% customized -0.3% 0.4% 1.3% -0.7% -0.2% -3.0% -2.8% 0.9% -2.5% 1.9% 2.0% -2.7% -5.8% LPP-Mix 45-0.7% 0.5% 1.7% -1.1% -0.4% -3.9% -3.7% 1.0% -4.0% 2.2% 1.9% -4.1% -10.2% customized -0.5% 0.4% 1.7% -1.2% -0.4% -4.1% -3.9% 0.9% -3.7% 2.5% 2.4% -3.8% -9.8% Mix 60-0.9% 0.5% 2.3% -1.9% -0.7% -5.4% -5.4% 1.0% -6.2% 3.1% 2.4% -5.9% -16.4% customized -0.7% 0.3% 2.3% -2.0% -0.7% -5.7% -5.7% 0.9% -5.6% 3.3% 3.0% -5.5% -15.5% LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Mix 60 Obbligazioni CHF Svizzera 55.0% 48.0% 40.0% 30.0% Obbligazioni CHF Estero 12.0% 10.0% 9.0% 6.0% Obbligazioni valute estere Globale 8.0% 7.0% 6.0% 4.0% Azioni Svizzera 13.0% 18.0% 23.0% 30.0% Azioni Estero 12.0% 17.0% 22.0% 30.0%
Anlagestiftung Fondation de placement Fondazione d'investimento Investment Foundation Swiss Life Swiss Life Swiss Life Swiss Life Gruppo d'investimento Gennaio Febbraio Marzo Aprile Maggio Giugno Luglio Agosto Settembre Ottobre Novembre Dicembre Performance Benchmark 2001 2001 2001 2001 2001 2001 2001 2001 2001 2001 2001 2001 01.10.01-31.12.01 Obbligazioni CHF Svizzera 1.8% -1.2% -1.3% -0.7% Swiss Bond Index, Domestic (SBI) 2.0% -1.1% -1.1% -0.2% Obbligazioni CHF Estero 1.3% -0.8% -0.8% -0.2% Swiss Bond Index, Foreign (SBI) 1.8% -1.0% -0.8% 0.1% Obbligazioni valute estere Globale 1.5% -0.6% -1.2% -0.3% Lehmann Brothers Global Index (in CHF) 1.7% 0.0% -1.4% 0.3% Azioni Svizzera 3.2% 2.9% 2.7% 9.1% Swiss Performance Index (SPI) 1.3% 3.0% 2.9% 7.3% Azioni Estero 2.4% 6.6% 2.5% 11.8% (MSCI World, ex Svizzera (in CHF) 2.8% 7.3% 1.3% 11.7% LPP-Mix 25 1.9% 0.4% -0.2% 2.2% customized 2.0% 0.6% -0.3% 2.2% LPP-Mix 35 2.0% 1.0% 0.2% 3.3% customized 2.0% 1.2% 0.0% 3.2% LPP-Mix 45 2.1% 1.5% 0.6% 4.3% customized 2.0% 1.8% 0.3% 4.1% Mix 60 2.3% 2.5% 1.1% 6.0% customized 2.0% 2.7% 0.8% 5.6% LPP-Mix 25 LPP-Mix 35 LPP-Mix 45 Mix 60 Obbligazioni CHF Svizzera 55.0% 48.0% 40.0% 30.0% Obbligazioni CHF Estero 12.0% 10.0% 9.0% 6.0% Obbligazioni valute estere Globale 8.0% 7.0% 6.0% 4.0% Azioni Svizzera 13.0% 18.0% 23.0% 30.0% Azioni Estero 12.0% 17.0% 22.0% 30.0%