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Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
MPK Migros-Pensionskasse
| Address |
Contact |
|
|
| Wiesenstrasse 15 |
Tel +41 44 436 8111 |
| Postfach |
www.mpk.ch |
| 8952 Schlieren |
|
|
|
Facts and Figures
| Foundation |
1943 |
| Membership |
52’723 active, 28’565 retired |
| Assets |
23'999 million |
| Performance |
-1.90% |
| Funded Ratio |
114.20% |
Senior Contacts
| Director |
Christoph Ryter |
|
Head Asset Management (CIO) |
Adrian Ryser |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
|
Liquidity |
2.60% |
0.00% |
| Loans |
6.70% |
1.20% |
|
Bonds CHF Sovereign |
0.40% |
0.70% |
| Bonds CHF Domestic ex-Sovereign |
2.40% |
0.30% |
| Bonds CHF Foreign |
1.60% |
-0.60% |
| Bonds non-CHF Sovereign |
2.80% |
-1.90% |
| Bonds non-CHF Corporate |
12.10% |
-3.60% |
| Bonds Satellites |
10.50% |
-3.50% |
| Equity Domestic |
7.50% |
-8.90% |
| Equity Foreign |
16.40% |
-9.40% |
| Equity Satellites |
4.50% |
-7.20% |
| Real Estate Domestic |
23.30% |
5.20% |
| Real Estate Satellites |
9.20% |
5.70% |
|
|
|
|
|
100% |
-1.90% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
|
Liquidity |
2.20% |
0.00% |
| Loans |
5.80% |
1.50% |
|
Bonds CHF Sovereign |
0.40% |
0.00% |
| Bonds CHF Domestic ex-Sovereign |
2.60% |
0.60% |
| Bonds CHF Foreign |
1.40% |
0.40% |
| Bonds non-CHF Sovereign |
3.00% |
1.20% |
| Bonds non-CHF Corporate |
12.10% |
3.00% |
| Bonds Satellites |
9.90% |
6.90% |
| Equity Domestic |
8.10% |
20.40% |
| Equity Foreign |
19.30% |
19.80% |
| Equity Satellites |
5.20% |
13.50% |
| Real Estate Domestic |
22.10% |
5.80% |
| Real Estate Satellites |
8.00% |
7.30% |
|
|
|
|
|
100% |
9.00% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
|
Liquidity |
2.20% |
0.10% |
| Loans |
4.70% |
2.30% |
|
Bonds CHF Sovereign |
0.40% |
1.70% |
| Bonds CHF Domestic ex-Sovereign |
3.30% |
1.40% |
| Bonds CHF Foreign |
1.80% |
1.40% |
| Bonds non-CHF Sovereign |
3.10% |
0.10% |
| Bonds non-CHF Corporate |
11.80% |
3.70% |
| Bonds Satellites |
9.40% |
7.20% |
| Equity Domestic |
8.20% |
-0.80% |
| Equity Foreign |
18.40% |
8.80% |
| Equity Satellites |
5.20% |
8.30% |
| Real Estate Domestic |
24.30% |
7.00% |
| Real Estate Satellites |
7.30% |
6.30% |
|
|
|
|
|
100% |
5.30% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
|
Liquidity |
2.60% |
0.10% |
| Loans |
4.10% |
2.70% |
|
Bonds CHF Sovereign |
0.70% |
3.70% |
| Bonds CHF Domestic ex-Sovereign |
3.90% |
1.60% |
| Bonds CHF Foreign |
2.40% |
1.40% |
| Bonds non-CHF Sovereign |
4.40% |
-5.90% |
| Bonds non-CHF Corporate |
11.80% |
-3.90% |
| Bonds Satellites |
8.00% |
-0.20% |
| Equity Domestic |
9.00% |
2.80% |
| Equity Foreign |
17.50% |
-2.00% |
| Equity Satellites |
4.90% |
-0.80% |
| Real Estate Domestic |
24.20% |
7.20% |
| Real Estate Satellites |
6.60% |
9.50% |
|
|
|
|
|
100% |
1.60% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
|
Liquidity |
1.50% |
0.20% |
| Loans |
4.00% |
2.90% |
|
Bonds CHF Sovereign |
3.10% |
8.80% |
| Bonds CHF Domestic ex-Sovereign |
5.10% |
7.20% |
| Bonds CHF Foreign |
4.50% |
4.10% |
| Bonds non-CHF Sovereign |
4.80% |
6.00% |
| Bonds non-CHF Corporate |
11.50% |
7.60% |
| Bonds Satellites |
6.90% |
5.30% |
| Equity Domestic |
8.80% |
12.40% |
| Equity Foreign |
17.60% |
9.50% |
| Equity Satellites |
4.80% |
8.60% |
| Real Estate Domestic |
23.10% |
5.10% |
| Real Estate Satellites |
4.30% |
8.30% |
|
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|
|
100% |
7.00% |
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8048 Zurich
28.12.2011
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For institutional investors only
For institutional investors only
Pension Funds Switzerland 2017
For institutional investors only
For institutional investors only
For institutional investors only
pdf Version
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