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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

Pensionskasse Novartis

 

Pension Fund Name

 

Pensionskasse Novartis

 

 

Address Contact
Kirschgartenstrasse 14 Tel +41 61 324 2420
Postfach

www.pensionskassen-novartis.ch

4002 Basel

 

Facts and Figures

 

Foundation 1972
Membership 12’601 active, 15’839 retired
Assets 13’639 million
Performance 7.66%
Funded Ratio 115.30%

 

 

Senior Contacts

Director

Dr. Markus Moser

markus-pk.moser@novartis.com

Deputy Director

Marco Armellini

marco.armellini@novartis.com

 

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   4.00%
Bonds 29.00%
Mortgages  1.00%
Equity 27.00%
Real Estate 21.00%
Hedge Funds / Private Equity 12.00%
Infrastructure Investments  3.00%
Commodities  3.00%
     

100%

 7.66%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity  3.00%
Bonds 29.00%
Mortgages  1.00%
Equity 27.00%
Real Estate 21.00%
Alternative Investments 11.00%
Infrastructure Investments  3.00%
Commodities  5.00%
     

100%

 2.97%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  3.00%
Bonds 29.00%
Mortgages  1.00%
Equity 30.00%
Real Estate 19.00%
Alternative Investments 10.00%
Infrastructure Investments  3.00%
Commodities  5.00%
     

100%  0.32%

 

Assets Breakdown (31.12.2014)

Assets

Allocation

Returns
Liquidity  5.00%
Bonds 29.00%
Mortgages  1.00%
Equity 32.00%
Real Estate 18.00%
Alternative Investments  9.00%
Infrastructure Investments  2.00%
Commodities  4.00%
     

100%  9.25%

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 4.00%
Bonds 50.00%
Mortgages 2.00%
Equity 24.00%
Real Estate 15.00%
Alternatives 4.00%
Infrastructure 1.00%

100% 9.93%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 5.00%
Bonds 50.00%
Mortgages 2.00%
Equity 21.00%
Real Estate 12.00%
Alternative Investments 8.00%
Infrastructure Investments 1.00%
Others 1.00%

100% -7.97%

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

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