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Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
Zuger Pensionskasse
| Address |
Contact |
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| Bahnhofstrasse 16 |
Tel +41 41 728 3860 |
| Postfach 338 |
www.zugerpk.ch |
| 6301 Zug |
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Facts and Figures
| Description |
Pension Fund of the Canton of Zug |
| Category |
Public Pension Fund |
| Foundation |
1858 |
| Membership |
10’359 active, 3’169 retired |
| Assets |
3'830 million |
| Performance |
-2.98% |
| Funded Ratio |
102.00% |
Senior Contacts
| Director |
Rudolf B. Zeller |
| Head Asset Management |
Dr. Fabian Steiner |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
2.70% |
|
| Bonds CHF |
29.60% |
|
| Bonds non-CHF |
2.20% |
|
| Equity Domestic |
16.40% |
|
| Equity Foreign |
24.50% |
|
| Real Estate |
22.90% |
|
| Alternative Investments |
0.30% |
|
| Others |
1.30% |
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|
|
100% |
-2.98% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.90% |
|
| Bonds CHF |
27.10% |
|
| Bonds non-CHF |
2.20% |
|
| Equity Domestic |
17.40% |
|
| Equity Foreign |
25.70% |
|
| Real Estate |
22.30% |
|
| Alternative Investments |
0.30% |
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|
|
|
|
100% |
10.10% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.30% |
|
| Bonds CHF |
27.20% |
|
| Bonds non-CHF |
2.40% |
|
| Equity Domestic |
17.00% |
|
| Equity Foreign |
25.50% |
|
| Real Estate |
23.30% |
|
| Alternative Investments |
0.30% |
|
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|
|
|
|
100% |
4.30% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.90% |
|
| Bonds CHF |
28.20% |
|
| Bonds non-CHF |
1.90% |
|
| Equity Domestic |
18.00% |
|
| Equity Foreign |
23.60% |
|
| Real Estate |
23.30% |
|
| Others |
1.20% |
|
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|
|
100% |
2.81% |
Assets Breakdown (31.12.2013)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.00% |
|
| Bonds CHF |
28.10% |
|
| Bonds non-CHF |
- |
|
| Equity Domestic |
18.90% |
|
| Equity Foreign |
23.30% |
|
| Real Estate and Mortgages |
23.50% |
|
| Others |
1.20% |
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|
|
100% |
9.39% |
Assets Breakdown (31.12.2010)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.90% |
|
| Bonds CHF |
26.80% |
|
| Bonds non-CHF |
6.20% |
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| Equity Domestic |
16.40% |
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| Equity Foreign |
20.50% |
|
| Real Estate and Mortgages |
24.20% |
|
| Others |
2.00% |
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|
100%
|
2.38% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
4.60% |
|
| Bonds CHF |
29.70% |
|
| Bonds non-CHF |
7.10% |
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| Equity Domestic |
14.70% |
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| Equity Foreign |
17.10% |
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| Real Estate and Mortgages |
24.30% |
|
| Others |
2.50% |
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|
|
100% |
10.66% |
Assets Breakdown (31.12.2008)
| Assets |
Allocation |
Returns |
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|
|
| Liquidity |
3.30% |
|
| Bonds CHF |
33.80% |
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| Bonds non-CHF |
7.70% |
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| Equity Domestic |
13.50% |
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| Equity Foreign |
11.40% |
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| Real Estate and Mortgages |
27.30% |
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| Others |
3.00% |
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|
|
|
100% |
-13.21% |
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Zug
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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