|
Pension Fund Name
Luzerner Pensionskasse (LUPK)
| Address |
Contact |
|
|
| Zentralstrasse 7 |
Tel +41 41 228 7690 |
| 6002 Luzern |
www.lupk.ch |
|
|
Facts and Figures
| Description |
Pension Fund of the Canton of Luzern |
| Category |
Public Pension Fund |
| Foundation |
2000 |
| Membership |
23’546 active, 7’812 retired |
| Assets |
7'487 million |
| Performance |
-1.10% |
| Funded Ratio |
102.00% |
Senior Contacts
|
Director |
Reto Tarreghetta |
|
|
Director Finances |
Rolf Haufgartner |
|
|
Head Asset Management |
Josef Lütolf |
|
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
29.20% |
|
| Mortgages |
8.70% |
|
| Equity |
25.60% |
|
| Real Estate |
26.30% |
|
| Alternative Investments |
9.90% |
|
| Others |
0.30% |
|
|
|
|
|
|
100% |
-1.10% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
30.40% |
|
| Mortgages |
8.60% |
|
| Equity Domestic |
10.40% |
|
| Equity Foreign |
16.40% |
|
| Real Estate |
23.70% |
|
| Alternative Investments |
10.20% |
|
| Others |
0.30% |
|
|
|
|
|
|
100% |
7.30% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
34.20% |
1.90% |
| Mortgages |
7.10% |
1.70% |
| Equity |
25.40% |
5.70% |
| Real Estate |
23.20% |
4.60% |
| Alternative Investments |
9.70% |
4.50% |
| Others |
0.40% |
|
|
|
|
|
|
100% |
3.80% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
35.20% |
1.00% |
| Mortgages |
6.90% |
1.90% |
| Equity |
24.50% |
-0.80% |
| Real Estate |
22.80% |
4.70% |
| Alternative Investments |
9.30% |
3.60% |
| Others |
0.30% |
|
|
|
|
|
|
100% |
1.78% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
40.20% |
3.60% |
| Mortgages |
6.90% |
2.00% |
| Equity |
24.90% |
12.30% |
| Real Estate |
21.70% |
4.90% |
| Alternative Investments |
6.20% |
10.60% |
| Others |
0.10% |
|
|
|
|
|
|
100% |
6.10% |
Assets Breakdown (31.12.2013)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
40.90% |
0.90% |
| Mortgages |
7.30% |
2.10% |
| Equity |
22.60% |
19.60% |
| Real Estate |
21.20% |
4.40% |
| Alternative Investments |
7.90% |
5.20% |
| Others |
0.10% |
|
|
|
|
|
|
100% |
6.00% |
Assets Breakdown (31.12.2010)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
43.00% |
1.60% |
| Mortgages |
8.90% |
2.60% |
| Equity Domestic |
7.10% |
6.40% |
| Equity Foreign |
13.50% |
|
| Real Estate |
22.60% |
5.40% |
| Alternative Investments |
4.80% |
-0.90% |
| Others |
0.10% |
|
|
|
|
|
|
100% |
2.20% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
44.10% |
4.00% |
| Mortgages |
9.40% |
2.80% |
| Equity Domestic |
6.80% |
23.00% |
| Equity Foreign |
12.40% |
|
| Real Estate |
22.50% |
4.00% |
| Alternative Investments |
4.60% |
1.20% |
| Others |
0.10% |
|
|
|
|
|
|
100% |
7.50% |
Assets Breakdown (31.12.2008)
| Assets |
Allocation |
Returns |
|
|
|
| Fixed Income |
42.10% |
0.50% |
| Mortgages |
10.70% |
3.10% |
| Equity Domestic |
6.60% |
-35.00% |
| Equity Foreign |
11.40% |
|
| Real Estate |
23.60% |
4.20% |
| Alternative Investments |
5.40% |
-18.90% |
| Others |
0.20% |
|
|
|
|
|
|
100% |
-10.30% |
| 
