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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
