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Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
Pensionskasse Novartis
Facts and Figures
| Foundation |
1972 |
| Membership |
12’530 active, 15’501 retired |
| Assets |
12’814 million |
| Performance |
-3.21% |
| Funded Ratio |
108.50% |
Senior Contacts
|
Director |
Dr. Markus Moser |
|
Deputy Director |
Marco Armellini |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.00% |
|
| Bonds |
29.00% |
|
| Mortgages |
1.00% |
|
| Equity |
25.00% |
|
| Real Estate |
23.00% |
|
| Hedge Funds / Private Equity |
13.00% |
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| Infrastructure Investments |
3.00% |
|
| Commodities |
3.00% |
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| |
|
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100% |
-3.21% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
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| Liquidity |
4.00% |
|
| Bonds |
29.00% |
|
| Mortgages |
1.00% |
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| Equity |
27.00% |
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| Real Estate |
21.00% |
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| Hedge Funds / Private Equity |
12.00% |
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| Infrastructure Investments |
3.00% |
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| Commodities |
3.00% |
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| |
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100% |
7.66% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
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| Liquidity |
3.00% |
|
| Bonds |
29.00% |
|
| Mortgages |
1.00% |
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| Equity |
27.00% |
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| Real Estate |
21.00% |
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| Alternative Investments |
11.00% |
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| Infrastructure Investments |
3.00% |
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| Commodities |
5.00% |
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| |
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|
100% |
2.97% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
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| Liquidity |
3.00% |
|
| Bonds |
29.00% |
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| Mortgages |
1.00% |
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| Equity |
30.00% |
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| Real Estate |
19.00% |
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| Alternative Investments |
10.00% |
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| Infrastructure Investments |
3.00% |
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| Commodities |
5.00% |
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| |
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100% |
0.32% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
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| Liquidity |
5.00% |
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| Bonds |
29.00% |
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| Mortgages |
1.00% |
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| Equity |
32.00% |
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| Real Estate |
18.00% |
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| Alternative Investments |
9.00% |
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| Infrastructure Investments |
2.00% |
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| Commodities |
4.00% |
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100% |
9.25% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
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|
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| Liquidity |
4.00% |
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| Bonds |
50.00% |
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| Mortgages |
2.00% |
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| Equity |
24.00% |
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| Real Estate |
15.00% |
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| Alternatives |
4.00% |
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| Infrastructure |
1.00% |
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100% |
9.93% |
Assets Breakdown (31.12.2008)
| Assets |
Allocation |
Returns |
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| Liquidity |
5.00% |
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| Bonds |
50.00% |
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| Mortgages |
2.00% |
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| Equity |
21.00% |
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| Real Estate |
12.00% |
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| Alternative Investments |
8.00% |
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| Infrastructure Investments |
1.00% |
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| Others |
1.00% |
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|
100% |
-7.97% |
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4002 Basel
28.12.2011
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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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