Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
|
|
Pensionskasse der Siemens-Gesellschaften in der Schweiz |
Pension Fund Name
Pensionskasse der Siemens-Gesellschaften in der Schweiz
Address |
Contact |
|
|
Freilagerstrasse 40 |
Tel +41 58 558 6700 |
8047 Zürich |
www.pk-siemens.ch |
|
|
Facts and Figures (as of 30.09.2018)
Foundation |
1921 |
Membership |
6’038 active, 5’249 retired |
Assets |
3'644 million |
Performance |
3.38% |
Funded Ratio |
112.62% |
Senior Contacts
Director |
Markus Blaser |
Head Asset Management |
Fausto Ciapponi |
Assets Breakdown (30.09.2018)
Assets |
Allocation |
Returns |
|
|
|
Liquidity |
12.50% |
|
Bonds CHF |
28.76% |
|
Bonds Sovereign non-CHF |
8.93% |
|
Bonds Corporate non-CHF |
5.03% |
|
Equity CH |
8.46% |
|
Equity World |
7.81% |
|
Equity Emerging Markets |
3.51% |
|
Real Estate CH |
20.84% |
|
|
|
|
|
100% |
3.38% |
Assets Breakdown (30.09.2017)
Assets |
Allocation |
Returns |
|
|
|
Liquidity |
11.72% |
|
Bonds CHF |
19.51% |
|
Bonds CHF (long duration) |
6.18% |
|
Bonds non-CHF |
14.42% |
|
Equity CH |
10.76% |
|
Equity World |
13.27% |
|
Equity Emerging Markets |
4.19% |
|
Real Estate CH |
19.95% |
|
|
|
|
|
100% |
5.93% |
Assets Breakdown (30.09.2016)
Assets |
Allocation |
Returns |
|
|
|
Liquidity |
3.04% |
|
Bonds CHF |
21.70% |
|
Bonds CHF (long duration) |
7.26% |
|
Bonds non-CHF |
15.78% |
|
Equity CH |
10.92% |
|
Equity World |
17.29% |
|
Equity Emerging Markets |
3.73% |
|
Real Estate CH |
20.28% |
|
|
|
|
|
100% |
6.03% |
Assets Breakdown (30.09.2015)
Assets |
Allocation |
Returns |
|
|
|
Liquidity |
4.50% |
|
Bonds CHF |
28.50% |
|
Bonds non-CHF |
15.10% |
|
Equity |
31.10% |
|
Real Estate |
20.70% |
|
Others |
0.10% |
|
|
|
|
|
100% |
1.65% |
Assets Breakdown (30.09.2014)
Assets |
Allocation |
Returns |
|
|
|
Liquidity |
3.80% |
|
Bonds CHF |
26.90% |
|
Bonds non-CHF |
14.60% |
|
Equity |
34.20% |
|
Real Estate |
20.30% |
|
Others |
0.20% |
|
|
|
|
|
100% |
8.40% |
|
8047 Zurich
28.12.2011
|
|
|
|
|
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
|