Sammelstiftung Vita

Investment Office

Selecting relevant market observations

Investment Thoughts

Asset Management

Pension Funds

Pension Funds Switzerland

Public Pension Funds

Corporate Pension Funds

Pension Funds Switzerland 2019

is made possible thanks to the following sponsors:

Pension Funds - Pension Funds Switzerland - Multi-Employer Funds

Sammelstiftung Vita

Vita Joint Foundation

Address Contact

Hagenholzstrasse 60 Tel +41 44 317 1070

8050 Zürich
info@vitasammelstiftung.ch

www.vita.ch

Facts and Figures

Foundation 2003

Membership 129'470 active, 13'568 retired

Assets 14'022 million

Performance -3.08%

Funded Ratio 100.00%

Senior Contacts

Chairman of the Foundation Board

of Vita Joint Foundation
Peter E. Naegeli

Chief Executive Officer

Dr. Werner Wüthrich

Asset Allocation and Returns (31.12.2018)

Assets Allocation Returns

Liquidity 3.76%

Bonds Domestic 5.11%

Bonds Foreign 26.75%

Equity Domestic 5.61%

Equity Foreign 20.88%

Real Estate Domestic 8.49%

Real Estate Foreign 4.88%

Alternative Investments 18.12%

Direct Investments - mortgages 6.42%

Currency overlay -0.02%

100% -3.08%

Asset Allocation and Returns (31.12.2017)

Assets Allocation Returns

Liquidity 2.15%

Bonds Domestic 5.32%

Bonds Foreign 28.39%

Equity Domestic 5.90%

Equity Foreign 20.92%

Real Estate Domestic 7.79%

Real Estate Foreign 3.73%

Alternative Investments 19.25%

Direct Investments - mortgages 6.51%

Currency overlay 0.04%

100% 6.76%

Asset Allocation and Returns

2016

2015

Assets Allocation Returns
Allocation
Returns

Liquidity 1.58% 2.84%

Bonds Domestic 7.39% 7.35%

Bonds Foreign 28.03% 26.44%

Equity Domestic 6.12% 6.22%

Equity Foreign 20.18% 20.69%

Real Estate Domestic 7.40% 7.59%

Real Estate Foreign 3.11% 3.31%

Alternative Investments 19.61% 18.82%

Direct Investments - mortgages 6.59% 6.72%

Currency overlay -0.02% 0.03%

100% 3.75% 100% 1.23%

-Zurich

02.09.2011