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Schindler Pensionskasse

 

Pension Fund Name

 

Schindler Pensionskasse

 

 

Address Contact
Zugerstrasse 13 Tel +41 41 445 31 39
6030 Ebikon

www.schindler-pk.ch

 

 

Facts and Figures

Foundation 1959
Membership 4’566 active, 2’470 retired
Assets 1'983 million
Performance -1.91%
Funded Ratio 111.56%

 

 

Senior Contacts

Director Mario Passerini

Deputy Director & External Mandates

Antonietta Despeaux

 

 

Assets Breakdown (31.12.2018)

Assets

Allocation

Returns
Liquidity  3.10%
Bonds CHF 16.20%
Bonds non-CHF  4.10%
Equity Domestic 10.60%
Equity Foreign 15.80%
Real Estate 31.20%
Alternative Investments 16.70%
Others  2.30%

100% -1.91%

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity  3.80%
Bonds CHF 16.20%
Bonds non-CHF  4.10%
Equity Domestic 10.80%
Equity Foreign 17.30%
Real Estate Domestic 29.20%
Alternative Investments 15.80%
Others  3.00%

100%  8.55%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity  3.10%
Bonds CHF 15.80%
Bonds non-CHF  5.10%
Equity Domestic 10.40%
Equity Foreign 16.40%
Real Estate Domestic 30.50%
Alternative Investments 16.40%
Others  2.40%

100%  4.57%

 

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  2.90%
Bonds CHF 14.30%
Bonds non-CHF  5.20%
Equity Domestic 12.30%
Equity Foreign 15.60%
Real Estate Domestic 30.70%
Alternative Investments 17.20%
Others  1.80%

100%  2.71%

 

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity  6.40%
Bonds CHF 16.30%
Bonds non-CHF  4.60%
Equity Domestic  9.60%
Equity Foreign 15.40%
Real Estate Domestic 28.30%
Real Estate Foreign  2.60%
Alternative Investments 15.40%
Private Equity  5.70%
Hedge Funds  3.10%
Commodities  3.40%
Insurance-Linked Securities  4.30%
Infrastructure  2.00%
Others  1.40%

100%  6.65%

6031 Ebikon

28.12.2011