|
Pension Fund Name
PTV Pensionskasse der Technischen Verbände SIA STV BSA
| Address |
Contact |
|
|
| Postfach 1023 |
Tel +41 31 380 7960 |
| 3000 Bern |
www.ptv.ch |
|
|
Facts and Figures
| Membership |
13'647 active, 2'301 retired |
| Assets |
2'943 million |
| Performance |
-3.60% |
| Funded Ratio |
105.80% |
Senior Contacts
|
Director
Deputy Director |
Gertrud Stoller-Laternser
Christen Beat |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
2.00% |
|
| Bonds CHF |
28.60% |
|
| Bonds non-CHF |
13.00% |
|
| Equity Domestic |
6.60% |
|
| Equity Foreign |
22.50% |
|
| Real Estate Domestic |
22.20% |
|
| Real Estate Foreign |
3.00% |
|
| Insurance Linked Securities |
2.00% |
|
|
|
|
|
|
100% |
-3.60% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
1.10% |
|
| Bonds CHF |
28.70% |
|
| Bonds non-CHF |
12.90% |
|
| Equity Domestic |
7.00% |
|
| Equity Foreign |
24.90% |
|
| Real Estate |
23.50% |
|
| Alternative Investments |
1.80% |
|
|
|
|
|
|
100% |
7.29% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
0.70% |
|
| Bonds CHF |
32.30% |
|
| Bonds non-CHF |
13.30% |
|
| Equity Domestic |
6.40% |
|
| Equity Foreign |
21.80% |
|
| Real Estate |
22.90% |
|
| Alternative Investments |
2.60% |
|
|
|
|
|
|
100% |
3.71% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
0.80% |
|
| Bonds CHF |
34.20% |
|
| Bonds non-CHF |
13.60% |
|
| Equity Domestic |
7.00% |
|
| Equity Foreign |
21.00% |
|
| Real Estate Domestic |
19.20% |
|
| Real Estate Foreign |
2.10% |
|
| Alternative Investments |
1.20% |
|
| Commodities |
1.00% |
|
|
|
|
|
|
100% |
0.33% |
Investment Advisors
| Bonds CHF |
BEKB; Syz Asset Management |
| Bonds non-CHF |
Zürcher KB; BlackRock |
| Equity Domestic |
Credit Suisse |
| Equity Foreign |
UBS |
| Real Estate |
Maerki Baumann; UBS |
|
Insurance-Linked
Strategies |
LGT Capital Partners |
| 
