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Pension Funds Switzerland 2019

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   Pension Funds - Pension Funds Switzerland - Public Pension Funds

Luzerner Pensionskasse (LUPK)

 

Pension Fund Name

 

Luzerner Pensionskasse (LUPK)

 

 

Address Contact
Zentralstrasse 7 Tel +41 41 228 7690
6002 Luzern

www.lupk.ch

 

 

Facts and Figures

Description Pension Fund of the Canton of Luzern
Category Public Pension Fund
Foundation 2000
Membership 23’546 active, 7’812 retired
Assets 7'487 million
Performance -1.10%
Funded Ratio 102.00%

 

 

Senior Contacts

Director

Reto Tarreghetta

Director Finances

Rolf Haufgartner

Head Asset Management

Josef Lütolf

 

 

 

Assets Breakdown (31.12.2018)

Assets

Allocation

 Returns
Fixed Income 29.20%
Mortgages  8.70%
Equity 25.60%
Real Estate 26.30%
Alternative Investments  9.90%
Others  0.30%

100%

 -1.10%

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns
Fixed Income 30.40%
Mortgages  8.60%
Equity Domestic 10.40%
Equity Foreign 16.40%  
Real Estate 23.70%
Alternative Investments 10.20%
Others  0.30%

100%

   7.30%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
Fixed Income 34.20%    1.90%
Mortgages  7.10%    1.70%
Equity 25.40%    5.70%
Real Estate 23.20%    4.60%
Alternative Investments  9.70%    4.50%
Others  0.40%

100%

   3.80%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
Fixed Income 35.20%    1.00%
Mortgages  6.90%    1.90%
Equity 24.50%   -0.80%
Real Estate 22.80%    4.70%
Alternative Investments  9.30%    3.60%
Others  0.30%

100%

   1.78%

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
Fixed Income 40.20%  3.60%
Mortgages  6.90%  2.00%
Equity 24.90% 12.30%
Real Estate 21.70%  4.90%
Alternative Investments  6.20% 10.60%
Others  0.10%

100%

6.10%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Fixed Income 40.90% 0.90%
Mortgages 7.30% 2.10%
Equity 22.60% 19.60%
Real Estate 21.20% 4.40%
Alternative Investments 7.90% 5.20%
Others 0.10%

100%

6.00%

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns
Fixed Income 43.00% 1.60%
Mortgages 8.90% 2.60%
Equity Domestic 7.10% 6.40%
Equity Foreign 13.50%
Real Estate 22.60% 5.40%
Alternative Investments 4.80% -0.90%
Others 0.10%

100%

2.20%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Fixed Income 44.10% 4.00%
Mortgages 9.40% 2.80%
Equity Domestic 6.80% 23.00%
Equity Foreign 12.40%
Real Estate 22.50% 4.00%
Alternative Investments 4.60% 1.20%
Others 0.10%

100% 7.50%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Fixed Income 42.10% 0.50%
Mortgages 10.70% 3.10%
Equity Domestic 6.60% -35.00%
Equity Foreign 11.40%
Real Estate 23.60% 4.20%
Alternative Investments 5.40% -18.90%
Others 0.20%

100% -10.30%

 

 

 


Luzern

27.12.2011


 

 

 

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