|
Pension Fund Name
Pensionskasse Appenzell Ausserrhoden
| Address |
Contact |
|
|
| Kasernenstrasse 6 |
Tel +41 71 353 6111 |
| 9102 Herisau |
www.pkar.ch |
Facts and Figures
| Description |
Pension Fund of the Canton of Appenzell Ausserrhoden |
| Category |
Public Pension Fund |
| Membership |
3’321 active, 1’277 retired |
| Assets |
1'042 million |
| Performance |
-3.40% |
| Funded Ratio |
105.40% |
Senior Contacts
|
Director |
Nathalie Teta-Ender |
|
| Deputy Director |
Markus Loop |
|
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Performance |
|
|
|
| Liquidity |
4.00% |
|
| Bonds CHF |
13.00% |
|
| Bonds non-CHF |
15.00% |
|
| Convertible Bonds |
4.00% |
|
| Loans |
1.00% |
|
| Mortgages |
2.00% |
|
| Equity Domestic |
14.00% |
|
| Equity Foreign |
19.00% |
|
| Real Estate Domestic |
17.00% |
|
| Real Estate Foreign |
7.00% |
|
| Alternative Investments |
4.00% |
|
|
|
|
|
|
100% |
-3.40% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Performance |
|
|
|
| Liquidity |
5.00% |
|
| Bonds CHF |
13.00% |
|
| Bonds non-CHF |
15.00% |
|
| Convertible Bonds |
4.00% |
|
| Loans |
1.00% |
|
| Mortgages |
2.00% |
|
| Equity Domestic |
14.00% |
|
| Equity Foreign |
21.00% |
|
| Real Estate Domestic |
15.00% |
|
| Real Estate Foreign |
6.00% |
|
| Alternative Investments |
4.00% |
|
|
|
|
|
|
100% |
9.20% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Performance |
|
|
|
| Liquidity |
3.00% |
|
| Bonds CHF |
14.00% |
|
| Bonds non-CHF |
15.00% |
|
| Convertible Bonds |
5.00% |
|
| Loans |
1.00% |
|
| Mortgages |
1.00% |
|
| Equity Domestic |
16.00% |
|
| Equity Foreign |
19.00% |
|
| Real Estate Domestic |
16.00% |
|
| Real Estate Foreign |
5.00% |
|
| Alternative Investments |
5.00% |
|
|
|
|
|
|
100% |
4.60% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Performance |
|
|
|
| Liquidity |
4.00% |
|
| Bonds CHF |
19.00% |
|
| Bonds non-CHF |
12.00% |
|
| Convertible Bonds |
5.00% |
|
| Loans |
1.00% |
|
| Mortgages |
1.00% |
|
| Equity Domestic |
15.00% |
|
| Equity Foreign |
16.00% |
|
| Real Estate Domestic |
16.00% |
|
| Real Estate Foreign |
5.00% |
|
| Alternative Investments |
6.00% |
|
|
|
|
|
|
100% |
0.50% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Performance |
|
|
|
| Liquidity |
7.00% |
|
| Bonds CHF |
37.00% |
|
| Bonds non-CHF |
6.00% |
|
| Loans |
4.00% |
|
| Mortgages |
2.00% |
|
| Equity Domestic |
12.00% |
|
| Equity Foreign |
15.00% |
|
| Real Estate Total |
13.00% |
|
| Real Estate Direct |
|
|
| Real Estate Funds |
|
|
| Alternative Investments |
4.00% |
|
|
|
|
|
|
100% |
11.10% |
Assets Breakdown (31.12.2008)
| Assets |
Allocation |
Performance |
|
|
|
| Liquidity |
3.00% |
|
| Bonds CHF |
40.00% |
|
| Bonds non-CHF |
7.00% |
|
| Loans |
6.00% |
|
| Mortgages |
3.00% |
|
| Equity Domestic |
10.00% |
|
| Equity Foreign |
10.00% |
|
| Real Estate Total |
15.00% |
|
| Real Estate Direct |
|
|
| Real Estate Funds |
|
|
| Alternative Investments |
6.00% |
|
|
|
|
|
|
100% |
-13.70% |
| 
