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

Pensionskasse SBB

 

Pension Fund Name

 

Pensionskasse SBB

 

 

Address Contact
Zieglerstrasse 29 Tel +41 31 555 1811
3009 Bern 65

www.pksbb.ch

 

 

Facts and Figures

Foundation 1999
Membership 28’783 active, 25’457 retired
Assets 17'748 million
Performance 5.40%
Funded Ratio 107.10%

 

 

Senior Contacts

Director Markus Hübscher

markus.huebscher@pksbb.ch

Head Asset Management Dominik Irniger

dominik.irniger@pksbb.ch

Deputy Head Daniel Hutter

daniel.hutter@pksbb.ch

 

 

 

Assets Breakdown (31.12.2017) 

Assets

Allocation

 Returns
Liquidity   2.70%
Bonds CHF & Mortgages 35.70%
Bonds non-CHF 19.60%
Loan SBB  7.50%
Equity Domestic  4.90%
Equity Foreign 12.00%
Real Estate Funds Domestic  9.40%
Real Estate Funds Foreign  1.60%
Alternative Investments  6.50%
Currency Hedge  0.10%

100%  5.40%

 

 

Assets Breakdown (31.12.2016) 

Assets

Allocation

 Returns
Liquidity  5.60%  -0.20%
Bonds CHF & Mortgages 34.70%
Bonds non-CHF 17.90%   7.40%
Loan SBB  8.20%   4.00%
Mortgages     1.40%
Equity Domestic  4.50%  -0.70%
Equity Foreign 12.10%
Real Estate Funds Domestic  9.20%   6.00%
Real Estate Funds Foreign  1.70%   6.40%
Alternative Investments  6.70%   4.00%
Currency Hedge -0.60%  -0.60%

100%  3.40%

 

 

Assets Breakdown (31.12.2015) 

Assets

Allocation

 Returns
Liquidity  3.40%   1.16%
Bonds CHF & Mortgages 35.20%   1.86%
Bonds non-CHF 11.80%  -5.75%
Loan SBB  9.10%   4.00%
Equity Domestic  6.80%   3.28%
Equity Foreign 16.00%
Real Estate Funds Domestic  9.10%   5.37%
Real Estate Funds Foreign  1.70%   0.54%
Alternative Investments  7.10%   7.29%
Currency Hedge -0.20%   0.16%

100%  1.47%

 

Assets Breakdown (31.12.2014) 

Assets

Allocation

 Returns
Liquidity  3.20%   0.45%
Bonds CHF & Mortgages 44.40%   6.80%
Bonds non-CHF 11.80%  10.11%
Loan SBB  9.50%   4.00%
Equity Domestic  7.90%  12.57%
Equity Foreign 18.60%
Real Estate Funds Domestic  7.30%  13.01%
Real Estate Funds Foreign  1.70%  29.04%
Alternative Investments  7.10%  15.71%
Currency Hedge -0.50%  -1.47%

100%  8.36%

 

Assets Breakdown (31.12.2013) 

Assets

Allocation

 Returns
Liquidity  5.50%
Bonds CHF 27.20%
Bonds non-CHF  8.20%
Loan SBB 10.60%
Mortgages  6.90%
Equity Domestic  8.20%
Equity Foreign 19.30%
Real Estate Funds Domestic 6.80%
Real Estate Funds Foreign 1.40%
Alternative Investments 5.90%

100%  5.70%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 4.60% 0.03%
Bonds CHF 29.60% 5.78%
Bonds EUR 5.60% 5.54%
Bonds non CHF/EUR 6.30% 0.11%
Loan SBB 10.10% 4.00%
Mortgages 5.20% 2.76%
Equity Domestic 7.70% 23.20%
Equity Foreign 16.20%
Real Estate Funds Domestic 5.60% 17.50%
Real Estate Funds Foreign 3.10% 30.59%
Alternatives 6.00%
Private Equity -11.00%
Hedge Funds 0.24%
Commodities 15.24%
Infrastructure -10.37%

100% 10.40%

 

3000 Bern 65

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