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Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
Pensionskasse SBB
| Address |
Contact |
|
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| Zieglerstrasse 29 |
Tel +41 31 555 1811 |
| 3009 Bern 65 |
www.pksbb.ch |
|
|
Facts and Figures
| Foundation |
1999 |
| Membership |
28’433 active, 25’186 retired |
| Assets |
17'167 million |
| Performance |
-2.00% |
| Funded Ratio |
101.10% |
Senior Contacts
| Director |
Markus Hübscher |
| Head Asset Management |
Dominik Irniger |
| Deputy Head |
Daniel Hutter |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
2.40% |
|
| Bonds CHF |
28.60% |
|
| Bonds non-CHF |
19.70% |
|
| Loan SBB |
7.30% |
|
| Mortgages |
9.00% |
|
| Equity Domestic |
4.30% |
|
| Equity Foreign |
10.90% |
|
| Real Estate Funds Domestic |
9.70% |
|
| Real Estate Funds Foreign |
1.50% |
|
| Alternative Investments |
6.40% |
|
| Currency Hedge |
0.20% |
|
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|
|
|
|
100% |
-2.00% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
2.70% |
|
| Bonds CHF & Mortgages |
35.70% |
|
| Bonds non-CHF |
19.60% |
|
| Loan SBB |
7.50% |
|
| Equity Domestic |
4.90% |
|
| Equity Foreign |
12.00% |
|
| Real Estate Funds Domestic |
9.40% |
|
| Real Estate Funds Foreign |
1.60% |
|
| Alternative Investments |
6.50% |
|
| Currency Hedge |
0.10% |
|
|
|
|
|
|
100% |
5.40% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.60% |
-0.20% |
| Bonds CHF & Mortgages |
34.70% |
|
| Bonds non-CHF |
17.90% |
7.40% |
| Loan SBB |
8.20% |
4.00% |
| Mortgages |
|
1.40% |
| Equity Domestic |
4.50% |
-0.70% |
| Equity Foreign |
12.10% |
|
| Real Estate Funds Domestic |
9.20% |
6.00% |
| Real Estate Funds Foreign |
1.70% |
6.40% |
| Alternative Investments |
6.70% |
4.00% |
| Currency Hedge |
-0.60% |
-0.60% |
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|
|
|
100% |
3.40% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.40% |
1.16% |
| Bonds CHF & Mortgages |
35.20% |
1.86% |
| Bonds non-CHF |
11.80% |
-5.75% |
| Loan SBB |
9.10% |
4.00% |
| Equity Domestic |
6.80% |
3.28% |
| Equity Foreign |
16.00% |
|
| Real Estate Funds Domestic |
9.10% |
5.37% |
| Real Estate Funds Foreign |
1.70% |
0.54% |
| Alternative Investments |
7.10% |
7.29% |
| Currency Hedge |
-0.20% |
0.16% |
|
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|
|
|
100% |
1.47% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.20% |
0.45% |
| Bonds CHF & Mortgages |
44.40% |
6.80% |
| Bonds non-CHF |
11.80% |
10.11% |
| Loan SBB |
9.50% |
4.00% |
| Equity Domestic |
7.90% |
12.57% |
| Equity Foreign |
18.60% |
|
| Real Estate Funds Domestic |
7.30% |
13.01% |
| Real Estate Funds Foreign |
1.70% |
29.04% |
| Alternative Investments |
7.10% |
15.71% |
| Currency Hedge |
-0.50% |
-1.47% |
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|
|
|
100% |
8.36% |
Assets Breakdown (31.12.2013)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.50% |
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| Bonds CHF |
27.20% |
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| Bonds non-CHF |
8.20% |
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| Loan SBB |
10.60% |
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| Mortgages |
6.90% |
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| Equity Domestic |
8.20% |
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| Equity Foreign |
19.30% |
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| Real Estate Funds Domestic |
6.80% |
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| Real Estate Funds Foreign |
1.40% |
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| Alternative Investments |
5.90% |
|
|
|
|
|
|
100% |
5.70% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
4.60% |
0.03% |
| Bonds CHF |
29.60% |
5.78% |
| Bonds EUR |
5.60% |
5.54% |
| Bonds non CHF/EUR |
6.30% |
0.11% |
| Loan SBB |
10.10% |
4.00% |
| Mortgages |
5.20% |
2.76% |
| Equity Domestic |
7.70% |
23.20% |
| Equity Foreign |
16.20% |
|
| Real Estate Funds Domestic |
5.60% |
17.50% |
| Real Estate Funds Foreign |
3.10% |
30.59% |
| Alternatives |
6.00% |
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| Private Equity |
|
-11.00% |
| Hedge Funds |
|
0.24% |
| Commodities |
|
15.24% |
| Infrastructure |
|
-10.37% |
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|
|
100% |
10.40% |
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3000 Bern 65
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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