Model portfolios – Swiss focus

valid from 14.01.2025

Modest start

The year got off to a modest start overall. Persistently high inflation rates abroad, concerns about interest rate developments, ongoing uneven economic prospects and political uncertainties weighed on the financial markets. We therefore remain cautious. We currently see opportunities primarily in listed Swiss real estate funds. With a dividend yield of 2% to 3%, these are attractive in view of the very low capital market rates in Switzerland. Furthermore, the persistently high demand for real estate should limit the risk of a setback. We are therefore slightly overweight in Swiss real estate funds.

Interest income

Liquidity 3,5%, income 68%, equities 15%, alternative investments 13,5%
Source: PostFinance

Income

Liquidity 4%, income 53%, equities 30%, alternative investments 13%
Quelle: PostFinance

Balanced

Liquidity 5%, income 33%, equities 50%, alternative investments 12%
Source: PostFinance

Growth

Liquidity 4%, income 13%, equities 70%, alternative investments 13%
Quelle: PostFinance

Capital gains

Liquidity 4,5%, income 0%, equities 88%, alternative investments 7,5%
Source: PostFinance
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