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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 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 29’057 active, 25’804 retired
Assets 17'222 million
Performance 3.40%
Funded Ratio 104.60%

 

 

Senior Contacts

Function Contact Name Phone & Email
Director Markus Hübscher

 

markus.huebscher@pksbb.ch

 

Head Asset Management Dominik Irniger

 


dominik.irniger@pksbb.ch

 

 

Deputy Head Raoul Gyger

 

raoul.gyger@pksbb.ch

 

Senior Asset Manager Daniel Hutter

daniel.hutter@pksbb.ch

 

 

 

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


 

 

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