Investment Office

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%