Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
CP VAL, PK Wal
Address |
Contact |
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Rue Chanoine-Berchtold 30 |
Tel +41 27 606 2950 |
Case postale 315 |
www.cpval.ch |
1950 Sion |
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Facts and Figures
Description |
Pension fund of the Canton of Valais/Wallis |
Category |
Public Pension Fund |
Foundation |
2010 |
Membership |
11’787 active, 6’034 retired |
Assets |
4‘152 million |
Performance |
-3.38% |
Funded Ratio |
77.70% |
Senior Contacts
Assets Breakdown (31.12.2013)
Assets |
Allocation |
Returns |
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Liquidity |
11.24% |
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Loan to the Canton |
24.58% |
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Bonds CHF |
6.47% |
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Bonds non-CHF |
9.93% |
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Equity Domestic |
12.31% |
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Equity Foreign |
11.59% |
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Real Estate Domestic |
15.01% |
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Real Estate Foreign |
3.25% |
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Alternative Investments |
4.71% |
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Commodity |
2.96% |
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100% |
6.51% |
Assets Breakdown (31.12.2008)
Assets |
Allocation |
Returns |
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Liquidity |
16.81% |
2.15% |
Bonds CHF |
19.87% |
6.84% |
Bonds non-CHF |
8.65% |
-2.57% |
Convertible Bonds |
2.33% |
-26.27% |
Equity Domestic |
12.49% |
-35.55% |
Equity Foreign |
10.06% |
-44.98% |
Real Estate Domestic |
18.55% |
6.97% |
Real Estate Foreign |
3.74% |
-20.92% |
Alternative Investments |
4.95% |
-24.36% |
Commodity |
2.55% |
-46.85% |
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100% |
-14.14% |
Investment Managers
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Banque Cantonale du Valais, Sion; Credit Suisse, Sion; Lombard Odier AM, Sion; IAM SA; Pictet & Cie; UBS, Lausanne; Swiss Life Holdings; Raiffeisen. |
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Sion
27.12.2011
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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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