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Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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Pension Fund Name
PAT BVG
| Address |
Contact |
|
|
| Kapellenstrasse 5 |
Tel +41 31 330 2266 |
| 3011 Bern |
www.pat-bvg.ch |
|
|
Facts and Figures
| Foundation |
1984 |
| Membership |
24’157 active, 2’701 retired |
| Assets |
6’427 million |
| Performance |
-3.19% |
| Funded Ratio |
103.00% |
Senior Contacts
|
Director
Asset Management |
Adrian Brupacher
Jürg Rauber |
|
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
4.20% |
|
| Bonds CHF |
6.70% |
|
| Bonds non-CHF |
15.60% |
|
| Mortgages, Loans |
2.00% |
|
| Equity Domestic |
9.80% |
|
| Equity Foreign |
22.00% |
|
| Real Estate Domestic |
19.30% |
|
| Real Estate Foreign |
3.70% |
|
| Other Alternative Investments |
7.40% |
|
| Commodities |
3.20% |
|
| Private Equity |
3.70% |
|
| Others |
2.30% |
|
|
|
|
|
|
100% |
-3.19% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.60% |
|
| Bonds CHF |
6.80% |
|
| Bonds non-CHF |
15.30% |
|
| Mortgages, Loans |
2.10% |
|
| Equity Domestic |
11.40% |
|
| Equity Foreign |
23.70% |
|
| Real Estate Domestic |
21.30% |
|
| Real Estate Foreign |
2.30% |
|
| Other Alternative Investments |
6.30% |
|
| Commodities |
3.50% |
|
| Private Equity |
3.10% |
|
| Others |
1.00% |
|
|
|
|
|
|
100% |
9.10% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.00% |
|
| Bonds CHF |
7.90% |
|
| Bonds non-CHF |
14.80% |
|
| Mortgages, Loans |
0.50% |
|
| Equity Domestic |
11.70% |
|
| Equity Foreign |
23.70% |
|
| Real Estate Domestic |
21.30% |
|
| Real Estate Foreign |
2.30% |
|
| Other Alternative Investments |
6.40% |
|
| Commodities |
4.00% |
|
| Private Equity |
2.80% |
|
| Others |
1.50% |
|
|
|
|
|
|
100% |
5.10% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
6.00% |
|
| Bonds CHF |
11.10% |
|
| Bonds non-CHF |
15.50% |
|
| Mortgages, Loans |
0.70% |
|
| Equity Domestic |
9.20% |
|
| Equity Foreign |
20.70% |
|
| Real Estate Domestic |
21.40% |
|
| Real Estate Foreign |
1.70% |
|
| Other Alternative Investments |
5.70% |
|
| Commodities |
3.00% |
|
| Private Equity |
2.80% |
|
| Others |
2.20% |
|
|
|
|
|
|
100% |
1.93% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
7.80% |
|
| Bonds CHF |
12.00% |
|
| Bonds non-CHF |
20.20% |
|
| Mortgages, Loans |
1.10% |
|
| Equity Domestic |
9.00% |
|
| Equity Foreign |
17.30% |
|
| Real Estate Domestic |
21.40% |
|
| Real Estate Foreign |
2.20% |
|
| Hedge Funds |
0.70% |
|
| Commodities |
4.00% |
|
| Private Equity |
2.60% |
|
| Others |
1.70% |
|
|
|
|
|
|
100% |
5.86% |
Assets Breakdown (31.12.2013)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
13.80% |
|
| Bonds CHF |
13.60% |
|
| Bonds non-CHF |
11.70% |
|
| Mortgages |
1.60% |
|
| Equity Domestic |
15.20% |
|
| Equity Foreign |
11.40% |
|
| Real Estate Domestic |
20.40% |
|
| Real Estate Foreign |
2.70% |
|
| Hedge Funds |
0.80% |
|
| Commodities |
4.90% |
|
| Private Equity |
2.00% |
|
| Others |
1.90% |
|
|
|
|
|
|
100% |
5.86% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
18.90% |
|
| Bonds CHF |
18.00% |
|
| Bonds non-CHF |
8.40% |
|
| Mortgages |
1.50% |
|
| Equity Domestic |
13.90% |
|
| Equity Foreign |
9.10% |
|
| Real Estate Domestic |
15.80% |
|
| Real Estate Foreign |
1.00% |
|
| Hedge Funds |
5.80% |
|
| Commodities |
4.60% |
|
| Private Equity |
0.30% |
|
| Others |
2.70% |
|
|
|
|
|
|
100% |
11.10% |
Assets Breakdown (31.12.2008)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
16.10% |
1.80% |
| Bonds CHF |
23.30% |
5.60% |
| Bonds non-CHF |
9.20% |
-5.30% |
| Mortgages |
2.20% |
4.00% |
| Equity Domestic |
8.20% |
-34.90% |
| Equity Foreign |
12.20% |
-43.90% |
| Real Estate Domestic |
15.80% |
1.20% |
| Alternative Investments |
13.00% |
-24.60% |
|
|
|
|
|
100% |
-13.30% |
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3011 Bern
12.01.2012
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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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