Pension Fund Name
PKE Pensionskasse Energie
| Address |
Contact |
|
|
| Freigutstrasse 16 |
Tel +41 44 287 9292 |
| 8027 Zürich |
www.pke.ch |
|
|
Facts and Figures (31.12.2018) > Beitragsprimat
| Foundation |
1922 |
| Membership |
15’762 active, 8’873 retired |
| Assets |
9’593 million |
| Performance |
-3.50% |
| Funded Ratio |
104.0% |
Senior Contacts
| Director |
Ronald Schnurrenberger |
| Head Asset Management |
Rolf Ehrensberger |
Assets Breakdown (all figures as of 31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
0.30% |
|
| Bonds CHF |
8.60% |
|
| Bonds non-CHF |
15.20% |
|
| Mortgages |
6.00% |
|
| Equity |
37.70% |
|
| Real Estate |
20.80% |
|
| Alternative Investments |
11.40% |
|
|
|
|
|
|
100% |
-3.50% |
Assets Breakdown (all figures as of 31.03.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
1.00% |
|
| Bonds CHF |
7.90% |
|
| Bonds non-CHF |
14.30% |
|
| Mortgages |
5.60% |
|
| Equity |
41.90% |
|
| Real Estate |
19.40% |
|
| Alternative Investments |
9.90% |
|
|
|
|
|
|
100% |
9.60% |
Assets Breakdown (all figures as of 31.03.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
0.10% |
|
| Bonds CHF |
8.70% |
|
| Bonds non-CHF |
14.70% |
|
| Mortgages |
5.60% |
|
| Equity |
41.00% |
|
| Real Estate |
20.10% |
|
| Alternative Investments |
9.80% |
|
|
|
|
|
|
100% |
7.34% |
Assets Breakdown (all figures as of 31.03.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
0.40% |
|
| Bonds CHF |
10.10% |
|
| Bonds non-CHF |
15.10% |
|
| Mortgages |
5.90% |
|
| Equity |
38.70% |
|
| Real Estate |
20.50% |
|
| Alternative Investments |
9.30% |
|
|
|
|
|
|
100% |
-0.20% |
Assets Breakdown (all figures as of 31.03.2010)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.70% |
|
| Bonds CHF |
15.80% |
|
| Bonds non-CHF |
12.60% |
|
| Mortgages |
6.20% |
|
| Equity |
41.10% |
|
| Real Estate |
16.50% |
|
| Alternative Investments |
2.10% |
|
|
|
|
|
|
100% |
22.72% |
Assets Breakdown (all figures as of 31.03.2009)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.90% |
|
| Bonds CHF |
16.90% |
|
| Bonds non-CHF |
14.70% |
|
| Mortgages |
9.10% |
|
| Equity |
33.90% |
|
| Real Estate |
19.00% |
|
| Alternative Investments |
2.50% |
|
|
|
|
|
|
100% |
-15.84% |
| 
