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Disclaimer

Pension Funds Switzerland 2017

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 12’687 active, 16’207 retired
Assets 12’994 million
Performance 2.97%
Funded Ratio 112.00%

 

 

Senior Contacts

Function Contact Name Phone & Email

 

Director

 

 

Dr. Markus Moser

 

 

+41 61 324 3305

markus-pk.moser@novartis.com

 

Deputy Director

 

 

Marco Armellini

 

 

+41 61 324 28 25
marco.armellini@novartis.com

 

 

 

 

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 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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