The foundation assets of Gebert Rüf Stiftung are managed in accordance with a regularly optimized investment strategy based on a constant outflow of around CHF 15 million per year and a long-term target return of 3 % p.a.
Using the principle of asset pooling, investments are made in passive, index-based funds which can charge lower fees because of their size. Compared with active management, this leads to lower fees and ensures that the return achieved is close to the market return. Active investments are used only if no suitable passive products are available in a particular investment category. An exception to this is the share portfolio at a separate custodian bank, which was obtained thanks to an endowment.
The foundation purpose of Gebert Rüf Stiftung does not provide for a pure mission-based investment.