Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Pension Funds
Pension Funds Switzerland
Public Pension Funds
Corporate Pension Funds
Industry-Wide Funds
Multi-Employer Funds
Investment Advisors
User Manual
Family Offices
Wealth Managers
Asset Managers
About
Disclaimer
Privacy Policy
Cookie Policy

Pension Funds Switzerland 2019

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Public Pension Funds

Istituto di previdenza del Cantone Ticino (IPCT)

 

Pension Fund Name

 

Istituto di previdenza del Cantone Ticino (IPCT)

 

Address Contact
Via Dogana 16 Tel +41 91 814 4061
6500 Bellinzona

www.ipct.ch

 

 

Facts and Figures

Description Pension Fund of the Canton of Ticino
Category Public Pension Fund
Membership

15'860 active, 9‘012 retired

Assets 4'786 million
Performance -2.00%
Funded Ratio 63.60%

 

 

Senior Contacts

Director Pierre Spocci

 

 

Assets Breakdown (31.12.2018)

Assets

Allocation

Returns
Liquidity   1.70%
Loan to the Canton   8.90%  
Bonds CHF 27.90%
Bonds non-CHF 19.70%
Equity Domestic   6.90%
Equity Foreign 19.00%
Real Estate Domestic 15.90%

100% -2.00%

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   0.70%
Loan to the Canton   8.70%  
Bonds CHF 29.10%
Bonds non-CHF 15.40%
Equity Domestic   7.40%
Equity Foreign 21.40%
Real Estate Domestic 12.50%

100%  6.40%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   1.80%
Loan to the Canton   9.90%  
Bonds CHF 28.40%
Bonds non-CHF 19.80%
Equity Domestic   7.30%
Equity Foreign 21.10%
Real Estate 11.70%

100%  3.89%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity   1.80%
Loan to the Canton   9.60%  
Bonds CHF 30.20%
Bonds non-CHF 20.20%
Equity Domestic   7.20%
Equity Foreign 20.20%
Real Estate 10.90%

100%  1.42%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 1.90%
Bonds CHF 45.30% 3.54%
Bonds non-CHF 17.40% 3.10%
Equity Domestic 11.10% 2.84%
Equity Foreign 11.80% 1.12%
Equity Emerging Markets  2.00% 4.564%
Real Estate 10.50% 4.36%

100%  5.67%

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns
Liquidity 1.90%
Bonds CHF 42.10% 3.54%
Bonds non-CHF 18.40% 3.10%
Equity Domestic 11.60% 2.84%
Equity Foreign 12.60% 1.12%
Equity Emerging Markets 2.10% 4.564%
Real Estate 11.30% 4.36%

100% 3.43%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 2.00%
Bonds CHF 48.50% 5.88%
Bonds non-CHF 11.00% 2.83%
Equity Domestic 14.00%
Equity Foreign 11.60% 26.85%
Equity Emerging Markets 2.80% 69.74%
Real Estate 10.10%

100% 10.10%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 1.30%
Bonds CHF 52.30% 5.62%
Bonds non-CHF 12.00% 1.10%
Equity Domestic 12.40% -32.08%
Equity Foreign 10.00% -44.24%
Equity Emerging Markets 1.90% -55.98%
Real Estate 10.10%

100% -9.28%

 

 

Investment Managers

Mixed Mandates

UBS; Credit Suisse

 

 

Bellinzona

27.12.2011


 

 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

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

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

pdf Version