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Pension Funds Switzerland 2019

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   Pension Funds - Pension Funds Switzerland - Industry-Wide Funds

PKE Pensionskasse Energie (as of 31.03.2015)

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%

 

8027 Zurich

12.01.2012


 

 

 

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Pension Funds Switzerland 2019

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Pension Funds Switzerland 2018

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Pension Funds Switzerland 2017

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Pension Funds Switzerland 2016

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Pension Funds Guide
Switzerland 2015

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