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Pension Funds Switzerland 2019

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   Pension Funds - Pension Funds Switzerland - Public Pension Funds

CP VAL, PK WAL

 

Pension Fund Name

 

CP VAL, PK Wal

 

 

Address Contact
Rue Chanoine-Berchtold 30 Tel +41 27 606 2950
Case postale 315

www.cpval.ch

1950 Sion

 

 

Facts and Figures

 

Description Pension fund of the Canton of Valais/Wallis
Category Public Pension Fund
Foundation 2010
Membership 11’787 active, 6’034 retired
Assets 4‘152 million
Performance -3.38%
Funded Ratio 77.70%

 

 

Senior Contacts

Director Patrice Vernier

 

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 11.24%
Loan to the Canton 24.58%  
Bonds CHF  6.47%
Bonds non-CHF  9.93%
Equity Domestic 12.31%
Equity Foreign 11.59%
Real Estate Domestic 15.01%
Real Estate Foreign  3.25%
Alternative Investments  4.71%
Commodity  2.96%

100%  6.51%

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 16.81% 2.15%
Bonds CHF 19.87% 6.84%
Bonds non-CHF 8.65% -2.57%
Convertible Bonds 2.33% -26.27%
Equity Domestic 12.49% -35.55%
Equity Foreign 10.06% -44.98%
Real Estate Domestic 18.55% 6.97%
Real Estate Foreign 3.74% -20.92%
Alternative Investments 4.95% -24.36%
Commodity 2.55% -46.85%

100% -14.14%

 

 

Investment Managers

Banque Cantonale du Valais, Sion; Credit Suisse, Sion; Lombard Odier AM, Sion; IAM SA; Pictet & Cie; UBS, Lausanne; Swiss Life Holdings; Raiffeisen.

 

 

Sion

27.12.2011


 

 

 

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Pension Funds Switzerland 2019

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Pension Funds Guide
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