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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

Schindler Pensionskasse

 

Pension Fund Name

 

Schindler Pensionskasse

 

 

Address Contact
Postfach Tel +41 41 445 3013
6031 Ebikon

www.schindler-pk.ch

 

 

Facts and Figures

Foundation 1959
Membership 4’439 active, 2’531 retired
Assets 2'030 million
Performance 8.55%
Funded Ratio 116.20%

 

 

Senior Contacts

Director Mario Passerini

mario.passerini@ch.schindler.com

External Mandates

Christian Grossi

christian.grossi@ch.schindler.com

 

 

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity  3.80%
Bonds CHF 16.20%
Bonds non-CHF  4.10%
Equity Domestic 10.80%
Equity Foreign 17.30%
Real Estate Domestic 29.20%
Alternative Investments 15.80%
Others  3.00%

100%  8.55%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity  3.10%
Bonds CHF 15.80%
Bonds non-CHF  5.10%
Equity Domestic 10.40%
Equity Foreign 16.40%
Real Estate Domestic 30.50%
Alternative Investments 16.40%
Others  2.40%

100%  4.57%

 

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  2.90%
Bonds CHF 14.30%
Bonds non-CHF  5.20%
Equity Domestic 12.30%
Equity Foreign 15.60%
Real Estate Domestic 30.70%
Alternative Investments 17.20%
Others  1.80%

100%  2.71%

 

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity  6.40%
Bonds CHF 16.30%
Bonds non-CHF  4.60%
Equity Domestic  9.60%
Equity Foreign 15.40%
Real Estate Domestic 28.30%
Real Estate Foreign  2.60%
Alternative Investments 15.40%
Private Equity  5.70%
Hedge Funds  3.10%
Commodities  3.40%
Insurance-Linked Securities  4.30%
Infrastructure  2.00%
Others  1.40%

100%  6.65%

6031 Ebikon

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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