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 2015

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 42’894 active, 29’683 retired
Assets 15’888 million
Performance

3.15%

Funded Ratio 102.20%

 

 

Senior Contacts

 

Function Contact Name Phone & Email
Director Françoise Bruderer

 

 

+41 31 338 7325

francoise.bruderer@pkpost.ch

Head Asset Management Andres Haueter

+41 31 338 3907

andre.haueter@pkpost.ch

 

 

 

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

 

Equity Foreign

 

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

Hedge Funds

Harcourt Investment Consulting AG; 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

 

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 2017
 New on October 25th!

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

pdf Version