Pensionskasse Uri

Pensionskasse Uri

Pension Fund Name

Pensionskasse Uri

Address Contact

Klausenstrasse 2 Tel +41 41 875 2113

6460 Altdorf
www.pkuri.ch

Facts and Figures

Description Pension Fund of the Canton of Uri

Category Public Pension Fund

Foundation 1938

Membership 2’913 active, 1'095 retired

Assets 1'037 million

Performance -2.10%

Funded Ratio 103.40%

Senior Contacts

Director

Asset Manager

Kurt Rohrer

Stefan Arnold

Assets Breakdown (31.12.2018)

Assets
Allocation
Returns

Liquidity 1.80%

Bonds CHF 25.70%

Bonds non-CHF 14.60%

Convertible Bonds 2.40%

Equity Domestic 10.50%

Equity Foreign 19.10%

Real Estate 21.20%

Alternative Investments 4.70%

100% -2.10%

Assets Breakdown (31.12.2017)

Assets
Allocation
Returns

Liquidity 1.90%

Bonds CHF 24.70%

Bonds non-CHF 15.60%

Convertible Bonds 2.50%

Equity Domestic 10.50%

Equity Foreign 20.10%

Real Estate 19.80%

Alternative Investments 4.90%

100% 7.70%

Assets Breakdown (31.12.2016)

Assets
Allocation
Returns

Liquidity 1.10%

Bonds CHF 25.20%

Bonds non-CHF 14.90%

Convertible Bonds 2.50%

Equity Domestic 11.30%

Equity Foreign 20.00%

Real Estate 19.70%

Alternative Investments 7.10%

100% 4.10%

Assets Breakdown (31.12.2015)

Assets
Allocation
Returns

Liquidity 1.90%

Bonds CHF 25.00%

Bonds non-CHF 13.80%

Convertible Bonds 2.00%

Equity Domestic 11.10%

Equity Foreign 20.60%

Real Estate 19.70%

Alternative Investments 5.90%

100% 2.20%

Assets Breakdown (31.12.2009)

Assets
Allocation
Returns

Liquidity 3.10%

Bonds CHF 26.10%

Bonds non-CHF 11.10%

Mortgages 3.70%

Equity Domestic 10.50%

Equity Foreign 14.40%

Real Estate 19.10%

Private Equity 3.10%

Hedge Funds 5.10%

Commodities 3.80%

100% 12.20%

6460 Altdorf

27.12.2011