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Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
Pensionskasse Post
| Address |
Contact |
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| Viktoriastrasse 72 |
Tel +41 31 338 5666 |
| Postfach 528 |
www.pkpost.ch |
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Facts and Figures
| Category |
Public Pension Fund |
| Foundation |
1906 |
| Membership |
40’231 active, 30’017 retired |
| Assets |
16’932 million |
| Performance |
-1.91% |
| Funded Ratio |
101.90% |
Senior Contacts
| Director |
Françoise Bruderer |
| Head Asset Management |
Thomas Inderwildi |
| Deputy Asset Management |
Andres Haueter |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
7.80% |
|
| Bonds CHF |
33.50% |
0.60% |
| Bonds non-CHF |
11.60% |
0.60% |
| Equity Domestic |
6.90% |
-10.10% |
| Equity Foreign |
16.50% |
-8.50% |
| Real Estate |
12.60% |
4.80% |
| Alternative Investments |
11.10% |
-0.80% |
|
|
|
|
|
100% |
-1.91% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
6.20% |
|
| Bonds CHF |
31.60% |
0.20% |
| Bonds non-CHF |
11.10% |
2.00% |
| Equity Domestic |
7.70% |
21.60% |
| Equity Foreign |
21.60% |
17.40% |
| Real Estate |
10.90% |
5.60% |
| Alternative Investments |
10.90% |
4.30% |
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|
|
100% |
6.09% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
4.80% |
|
| Bonds CHF |
33.00% |
1.20% |
| Bonds non-CHF |
11.60% |
2.40% |
| Equity Domestic |
7.70% |
-0.30% |
| Equity Foreign |
20.70% |
7.90% |
| Real Estate |
10.90% |
6.00% |
| Alternative Investments |
10.20% |
7.10% |
|
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|
|
|
100% |
3.15% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.50% |
|
| Bonds CHF |
34.80% |
1.90% |
| Bonds non-CHF |
11.60% |
-2.30% |
| Equity Domestic |
7.80% |
3.50% |
| Equity Foreign |
19.80% |
-2.90% |
| Real Estate |
10.10% |
7.80% |
| Alternative Investments |
10.40% |
-5.70% |
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|
|
100% |
0.21% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.10% |
|
| Bonds CHF |
36.10% |
7.30% |
| Bonds non-CHF |
11.30% |
9.50% |
| Equity Domestic |
7.80% |
12.90% |
| Equity Foreign |
21.10% |
12.90% |
| Real Estate |
9.30% |
6.20% |
| Alternative Investments |
9.80% |
7.00% |
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|
|
100% |
6.76% |
Assets Breakdown (31.12.2013)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
6.20% |
|
| Bonds CHF |
36.30% |
-1.90% |
| Bonds non-CHF |
10.90% |
-1.70% |
| Equity Domestic |
7.70% |
24.40% |
| Equity Foreign |
22.20% |
21.40% |
| Real Estate |
9.10% |
6.00% |
| Alternative Investments |
7.60% |
-10.60% |
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|
|
100% |
5.36% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
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|
|
| Liquidity |
8.30% |
|
| Bonds Total |
53.80% |
|
| Bonds CHF |
42.20% |
5.60% |
| Bonds non-CHF |
11.60% |
3.50% |
| Equity Total |
22.80% |
|
| Equity Domestic |
6.00% |
22.60% |
| Equity Foreign |
16.80% |
-27.60% |
| Real Estate Total |
6.80% |
5.40% |
| Real Estate Domestic |
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| Real Estate Foreign |
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| Alternative Investments |
8.30% |
8.20% |
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|
100% |
9.43% |
Assets Breakdown (31.12.2008)
| Assets |
Allocation |
Returns |
|
|
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| Liquidity |
6.50% |
|
| Bonds Total |
54.80% |
|
| Bonds CHF |
|
4.30% |
| Bonds non-CHF |
|
2.80% |
| Equity Total |
20.00% |
|
| Equity Domestic |
|
-33.40% |
| Equity Foreign |
|
-43.80% |
| Real Estate Total |
10.40% |
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| Real Estate Domestic |
|
4.80% |
| Real Estate Foreign |
|
-37.20% |
| Alternative Investments |
8.30% |
-19.80% |
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|
|
100% |
-13.62% |
Investment Advisors
| Liquidity |
Bank Syz & Co AG; UBS AM
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Bonds Domestic
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Internal |
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Bonds Foreign
|
Credit Suisse AM; Pimco; Internal |
| Equity Domestic |
PostFinance; Internal; St. Galler KB / Finreon AG
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| Equity Foreign |
Credit Suisse AM; Credit Suisse AM / Finreon AG; State Street Global Adv.; Ethos Services; Fundo; Bank J. Safra Sarasin; TOBAM AG, Paris (global active); Nordea IM; Internal; OLZ & Partners ALM AG; Quoniam AM
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| Hedge Funds |
Vontobel AM; Goldman Sachs Hedge Funds Strategies |
| Commodities |
Gresham Investment Management; Picard Angst AM |
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Infrastructure |
IST; UBS Investment Foundation for Alternative Investments; UBS Clean Energy Infrastructure Switzerland; Fontavis, Renewable Infrastructure Fund Europe
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| Global Custody |
UBS AG, Zürich |
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3000 Bern 25
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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