|
Pension Fund Name
Pensionskasse Swiss Re
Facts and Figures
| Foundation |
1919 |
| Membership |
3'104 active, 1'652 retired |
| Assets |
3'705 million |
| Performance |
-1.70% |
| Funded Ratio |
111.00% |
Senior Contacts
| Director |
Monica Mäder |
|
Deputy Director |
Erwin Oetiker |
|
Head Asset Management |
Michael Gubser |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
1.50% |
|
| Bonds CHF |
16.40% |
|
| Bonds non-CHF |
19.90% |
|
| Equity Domestic |
3.60% |
|
| Equity Foreign |
16.60% |
|
| Real Estate Domestic |
20.40% |
|
| Real Estate World |
3.70% |
|
| Alternative Investments |
10.60% |
|
| Other Investments |
6.70% |
|
| Other Assets |
0.60% |
|
|
|
|
|
|
100% |
-1.70% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
1.00% |
|
| Bonds CHF |
14.30% |
|
| Bonds non-CHF |
21.40% |
|
| Equity Domestic |
6.00% |
|
| Equity Foreign |
19.10% |
|
| Real Estate Domestic |
19.10% |
|
| Real Estate World |
4.30% |
|
| Alternative Investments |
9.50% |
|
| Various Assets |
7.00% |
|
| Others |
0.50% |
|
|
|
|
|
|
100% |
7.57% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
1.60% |
|
| Bonds CHF |
14.30% |
|
| Bonds non-CHF |
21.40% |
|
| Equity Domestic |
6.60% |
|
| Equity Foreign |
17.10% |
|
| Real Estate Domestic |
18.80% |
|
| Real Estate World |
3.40% |
|
| Alternative Investments |
8.30% |
|
| Various Assets |
6.90% |
|
| Others |
1.60% |
|
|
|
|
|
|
100% |
3.70% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
1.30% |
|
| Bonds CHF |
19.70% |
|
| Bonds non-CHF |
20.90% |
|
| Equity Domestic |
6.90% |
|
| Equity Foreign |
16.40% |
|
| Real Estate Domestic |
18.60% |
|
| Real Estate Foreign |
2.20% |
|
| Alternative Investments |
6.50% |
|
| Others |
6.90% |
|
|
|
|
|
|
100% |
1.00% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.60% |
|
| Bonds CHF |
22.00% |
|
| Bonds non-CHF |
20.90% |
|
| Equity Domestic |
6.90% |
|
| Equity Foreign |
17.50% |
|
| Real Estate Domestic |
17.80% |
|
| Private Equity |
3.70% |
|
| Others |
7.60% |
|
|
|
|
|
|
100% |
7.90% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.60% |
|
| Bonds CHF |
22.00% |
|
| Bonds non-CHF |
20.90% |
|
| Equity Domestic |
6.90% |
|
| Equity Foreign |
17.50% |
|
| Real Estate Domestic |
17.80% |
|
| Private Equity |
3.70% |
|
| Others |
7.60% |
|
|
|
|
|
|
100% |
7.90% |
| 
