Updates on portfolio adjustment

Our investment philosophy has been based on tried-and-tested principles and a commitment to continuous improvement for many years now. With this in mind, we regularly review the strategic orientation of our portfolios and continuously adjust them further.

The portfolio adjustments announced at the beginning of the year have since been implemented.

As part of this continuous development, we have strengthened our international diversification and adjusted the weighting between the Swiss market and the international equity markets. In doing so, we are taking into account the changes in the capital markets, as well as the increasing importance of international economic and corporate developments.

The principles guiding our investment decisions remain unchanged. In the Swiss market, we will continue to prioritize high-quality companies with stable dividends and sound business models. The strong emphasis on the Swiss franc, as well as the focus on quality and stability, also remain key components of our investment strategies.

The adjustments made were in line with our long-term investment philosophy and do not represent a fundamental change in our strategy. They are part of the continuous development of our portfolios and are based on considerations concerning our long-term strategic orientation.

We will continue to monitor developments on the capital markets closely, make targeted adjustments to our portfolios where necessary, and keep you informed of any significant changes.