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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 Post

 

Pension Fund Name

 

Pensionskasse Post

 

Address Contact
Viktoriastrasse 72 Tel +41 31 338 5666
Postfach 528

www.pkpost.ch

 

 

Facts and Figures

 

Category Public Pension Fund
Foundation 1906
Membership 41’349 active, 29’792 retired
Assets 16’932 million
Performance

 6.09%

Funded Ratio 106.30%

 

 

Senior Contacts

 

Director Françoise Bruderer

francoise.bruderer@pkpost.ch

Head Asset Management Andres Haueter

andre.haueter@pkpost.ch

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   6.20%
Bonds CHF 31.60%   0.20%
Bonds non-CHF 11.10%   2.00%
Equity Domestic  7.70%  21.60%
Equity Foreign 21.60%  17.40%
Real Estate 10.90%   5.60%
Alternative Investments 10.90%   4.300%

100%  6.09%

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   4.80%
Bonds CHF 33.00%   1.20%
Bonds non-CHF 11.60%   2.40%
Equity Domestic  7.70%  -0.30%
Equity Foreign 20.70%   7.90%
Real Estate 10.90%   6.00%
Alternative Investments 10.20%   7.10%

100%  3.15%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  5.50%
Bonds CHF 34.80%   1.90%
Bonds non-CHF 11.60%  -2.30%
Equity Domestic  7.80%   3.50%
Equity Foreign 19.80%  -2.90%
Real Estate 10.10%   7.80%
Alternative Investments 10.40%  -5.70%

100%  0.21%

 

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

Returns
Liquidity  5.10%
Bonds CHF 36.10%   7.30%
Bonds non-CHF 11.30%   9.50%
Equity Domestic  7.80% 12.90%
Equity Foreign 21.10% 12.90%
Real Estate  9.30%   6.20%
Alternative Investments  9.80%   7.00%

100%  6.76%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity  6.20%
Bonds CHF 36.30% -1.90%
Bonds non-CHF 10.90% -1.70%
Equity Domestic  7.70% 24.40%
Equity Foreign 22.20% 21.40%
Real Estate  9.10%  6.00%
Alternative Investments  7.60% -10.60%

100%  5.36%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 8.30%
Bonds Total 53.80%
Bonds CHF 42.20% 5.60%
Bonds non-CHF 11.60% 3.50%
Equity Total 22.80%
Equity Domestic 6.00% 22.60%
Equity Foreign 16.80% -27.60%
Real Estate Total 6.80% 5.40%
Real Estate Domestic
Real Estate Foreign
Alternative Investments 8.30% 8.20%

100% 9.43%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 6.50%
Bonds Total 54.80%
Bonds CHF 4.30%
Bonds non-CHF 2.80%
Equity Total 20.00%
Equity Domestic -33.40%
Equity Foreign -43.80%
Real Estate Total 10.40%
Real Estate Domestic 4.80%
Real Estate Foreign -37.20%
Alternative Investments 8.30% -19.80%

100% -13.62%

 

 

Investment Advisors

 Liquidity  

Bank Syz & Co AG; UBS AM

 

 

Bonds Domestic

 

 Internal

 

Bonds Foreign

 

 Credit Suisse AM; Pimco; Internal
Equity Domestic


PostFinance; Internal; St. Galler KB / Finreon AG

 

Equity Foreign

 

Credit Suisse AM; Credit Suisse AM / Finreon AG; State Street Global Adv.; Ethos Services; Fundo; Bank J. Safra Sarasin; TOBAM AG, Paris (global active); Nordea IM; Internal; OLZ & Partners ALM AG; Quoniam AM

Hedge Funds

Vontobel AM; Goldman Sachs Hedge Funds Strategies

Commodities
Gresham Investment Management; Picard Angst AM

Infrastructure

 

IST; UBS Investment Foundation for Alternative Investments; UBS Clean Energy Infrastructure Switzerland; Fontavis, Renewable Infrastructure Fund Europe

 

Global Custody

UBS AG, Zürich

 

 

3000 Bern 25

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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