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Pension Funds Switzerland 2019

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   Pension Funds - Pension Funds Switzerland - Industry-Wide Funds

PTV Pensionskasse der Technischen Verbände SIA STV BSA

 

Pension Fund Name

 

PTV Pensionskasse der Technischen Verbände SIA STV BSA

 

 

Address Contact
Postfach 1023 Tel +41 31 380 7960
3000 Bern

www.ptv.ch

 

Facts and Figures

Membership 13'647 active, 2'301 retired
Assets 2'943 million
Performance -3.60%
Funded Ratio 105.80%

 

 

Senior Contacts

Director

 

Deputy Director

Gertrud Stoller-Laternser

 

Christen Beat

 

 

Assets Breakdown (31.12.2018)

Assets

Allocation

Returns
Liquidity   2.00%
Bonds CHF 28.60%
Bonds non-CHF 13.00%
Equity Domestic  6.60%
Equity Foreign 22.50%
Real Estate Domestic 22.20%
Real Estate Foreign  3.00%  
Insurance Linked Securities  2.00%

100%  -3.60%

 

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   1.10%
Bonds CHF 28.70%
Bonds non-CHF 12.90%
Equity Domestic  7.00%
Equity Foreign 24.90%
Real Estate 23.50%
Alternative Investments  1.80%

100%  7.29%

 

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   0.70%
Bonds CHF 32.30%
Bonds non-CHF 13.30%
Equity Domestic  6.40%
Equity Foreign 21.80%
Real Estate 22.90%
Alternative Investments  2.60%

100%  3.71%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity   0.80%
Bonds CHF 34.20%
Bonds non-CHF 13.60%
Equity Domestic  7.00%
Equity Foreign 21.00%
Real Estate Domestic 19.20%
Real Estate Foreign  2.10%
Alternative Investments  1.20%
Commodities  1.00%

100%  0.33%

 

 

Investment Advisors

Bonds CHF

BEKB; Syz Asset Management

Bonds non-CHF

Zürcher KB; BlackRock

Equity Domestic Credit Suisse
Equity Foreign UBS

Real Estate

Maerki Baumann; UBS

Insurance-Linked

Strategies

LGT Capital Partners

Global Custody

Pictet

 

 

3000 Bern

12.01.2012


 

 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

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Pension Funds Switzerland 2019

 For institutional investors only

 

Pension Funds Switzerland 2018

 For institutional investors only

 

Pension Funds Switzerland 2017

 For institutional investors only

 

Pension Funds Switzerland 2016

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Pension Funds Guide
Switzerland 2015

 For institutional investors only

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