Pensionskasse Uri changes strategic asset allocation

2 November 2023

Pension fund Uri has published new investment regulations. The regulations includes a new strategic asset allocation. There are a few changes compared to the previous investment strategy. This concerns the following shifts:

Strategic Asset Allocation  Old  New
Bonds 40% 36%
Equity 30% 33%
Real Estate 22% 24%
Alternatives 7% 6%
Liquid assets 1%  1%

The new strategic asset allocation will be effective from 1 november 2023.

Source: Pensionskasse Uri
Multiple reports with cicle diagram and text

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