Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Hotela Fonds de prévoyance de la SSH |
Pension Fund Name
Hotela Fonds de prévoyance de la SSH
Address |
Contact |
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Rue de la Gare 18 |
Tel +41 21 962 4949 |
Case postale 1251 |
www.hotela.ch |
1820 Montreux |
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Facts and Figures
Foundation |
1962 |
Assets |
1'918 million |
Performance |
-4.60% |
Funded Ratio |
99.30% |
Senior Contacts
Director |
Michael Bolt |
Asset Management & Real Estate |
Patrick Métral |
Assets Breakdown (31.12.2018)
Assets |
Allocation |
Returns |
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Liquidity |
1.10% |
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Bonds CHF |
10.00% |
|
Bonds non-CHF |
23.00% |
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Equity |
26.10% |
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Real Estate |
22.70% |
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Alternative Investments |
16.90% |
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100% |
-4.60% |
Assets Breakdown (31.12.2017)
Assets |
Allocation |
Returns |
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Liquidity |
0.80% |
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Bonds CHF |
10.00% |
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Bonds non-CHF |
22.70% |
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Equity |
28.90% |
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Real Estate |
20.20% |
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Alternative Investments |
17.40% |
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100% |
7.00% |
Assets Breakdown (31.12.2016)
Assets |
Allocation |
Returns |
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Liquidity |
1.50% |
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Bonds CHF |
12.10% |
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Bonds non-CHF |
22.00% |
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Equity |
26.90% |
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Real Estate |
20.50% |
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Alternative Investments |
17.00% |
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100% |
4.30% |
Assets Breakdown (31.12.2015)
Assets |
Allocation |
Returns |
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Liquidity |
1.10% |
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Bonds CHF |
13.30% |
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Bonds non-CHF |
22.90% |
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Equity |
25.30% |
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Real Estate |
21.20% |
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Alternative Investments |
16.20% |
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100% |
-0.47% |
Assets Breakdown (31.12.2009)
Assets |
Allocation |
Returns |
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Liquidity |
27.00% |
0.30% |
Bonds CHF |
22.00% |
6.20% |
Bonds non-CHF |
25.00% |
3.70% |
Equity |
11.00% |
29.20% |
Real Estate |
10.00% |
15.90% |
Commodities |
5.00% |
6.10% |
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|
100% |
9.10% |
Assets Breakdown (31.12.2008)
Assets |
Allocation |
Returns |
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|
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Liquidity |
18.00% |
2.70% |
Bonds CHF |
23.00% |
6.80% |
Bonds non-CHF |
25.00% |
-1.90% |
Equity |
20.00% |
-48.50% |
Real Estate |
8.00% |
-11.60% |
Hedge Funds |
1.00% |
-20.80% |
Commodities |
5.00% |
2.70% |
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100% |
-15.80% |
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1820 Montreux
12.01.2012
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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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