Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Pension Funds
Pension Funds Switzerland
Public Pension Funds
Corporate Pension Funds
Industry-Wide Funds
Multi-Employer Funds
Investment Advisors
User Manual
Family Offices
Wealth Managers
About
Disclaimer

Pension Funds Switzerland 2018

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sammelstiftung Vita

Vita Joint Foundation

 

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Corporate Pension Funds

CPV/CAP Coop Personalversicherung

 

Pension Fund Name

 

CPV/CAP Coop Personalversicherung

 

 

Address Contact
Dornacherstrasse 156 Tel +41 61 336 67 00
Postfach 2550

www.cpvcap.ch

4002 Basel

 

Facts and Figures

 

Foundation 1909
Membership 37’063 active, 19’780 retired
Assets 9’755 million
Performance 7.80%
Funded Ratio 114.00%

 

 

Senior Contacts

Director

Maria Gumann

Asset Management

Harald Siewert

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns

Liquidity

  6.20%  -0.10%

Bonds CHF

12.60%   0.10%
Bonds non-CHF 19.60%   2.00%
Equity Domestic  7.20%  19.40%
Equity Foreign 17.70%  25.20%
Real Estate Domestic 20.90%    5.50% 
Real Estate Foreign  3.70%  10.90%
Alternative Investments 12.10%   3.00%

100%

  7.80%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns

Liquidity

  6.00%   0.00%

Bonds CHF

10.20%   0.80%
Bonds non-CHF 22.10%   2.40%
Equity Domestic  6.40%  -1.40%
Equity Foreign 19.00%  10.20%
Real Estate Domestic 22.60%    6.80% 
Real Estate Foreign  2.50%  16.00%
Alternative Investments 11.20%   0.60%

100%

  4.10%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns

Liquidity

  7.30%   0.10%

Bonds CHF

10.60%   1.70%
Bonds non-CHF 23.20% -3.50%
Equity Domestic  6.80%  2.40%
Equity Foreign 17.80% -1.30%
Real Estate Domestic 22.60%  6.30% 
Real Estate Foreign  2.50%  9.60%
Alternative Investments  9.20%  3.60%

100%

 1.90%

 

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns

Liquidity

 7.90%  0.30%

Bonds CHF

11.80%  6.20%
Bonds non-CHF 22.30% 11.10%
Equity Domestic  7.90% 12.90%
Equity Foreign 18.50% 13.10%
Real Estate Domestic 22.20%  6.60% 
Real Estate Foreign  2.30%  8.10%
Alternative Investments  7.10% 16.90%

100%

 6.70%

 

 

4002 Basel

28.12.2011


 

 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

Pension Funds Switzerland 2018

 For institutional investors only

 

Pension Funds Switzerland 2017

 For institutional investors only

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

pdf Version