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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

Sulzer Vorsorgeeinrichtung

 

Pension Fund Name

 

Sulzer Vorsorgeeinrichtung

 

 

Address Contact
Zürcherstrasse 12 Tel +41 52 262 3646
PO Box 414

www.sve.ch

8401 Winterthur

 

 

Facts and Figures

Foundation 1921
Membership 5’982 active, 6’724 retired
Assets 3'931 million
Performance 6.00%
Funded Ratio 113.60%

 

 

Senior Contacts

Director Peter Strassmann
Asset Management Martin Süss
Asset Management Ernst Schwarz

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns
Liquidity   7.20%
Bonds CHF 21.50%
Bonds non-CHF 13.70%
Equity Domestic  6.70%
Equity Foreign 15.60%
Real Estate 25.10%
Alternative Investments 10.20%

100%   6.00%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
Liquidity 11.10%  -0.40%
Bonds CHF 19.80%   0.96%
Bonds non-CHF 13.20%   0.92%
Loans  3.30%   1.49%
Equity Domestic  7.30%   2.75%
Equity Foreign 15.30%  15.68%
Real Estate Direct 22.60%   4.19%
Real Estate Funds  1.90%   6.59%
Alternative Investments  5.90%  10.49%
Currency Management  -0.40%   -0.06%

100%   4.50%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
Liquidity  7.50%  -0.12%
Bonds CHF 22.90%   1.51%
Bonds non-CHF 14.40%  -4.00%
Loans  3.10%   1.51%
Equity Domestic  6.40%   4.02%
Equity Foreign 15.30%  -3.33%
Real Estate Direct 22.10%   5.34%
Real Estate Funds  1.90%   5.93%
Alternative Investments  5.20% -10.82%
Currency Management  -0.30%   

100%   0.50%

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
Liquidity  9.50%  0.28%
Bonds CHF 24.50%  5.63%
Bonds non-CHF 15.10%  8.96%
Loans  2.90% 1.60%
Equity Domestic  6.40%  9.29%
Equity Foreign 15.30% 16.62%
Real Estate Direct 20.90%  5.20%
Real Estate Funds  1.40%  6.24%
Alternative Investments  4.70%  5.82%
Currency Management   0.50%   

100%  5.74%

 

 

Assets Breakdown

Assets

Allocation

Returns
Liquidity 4.50%  0.03%
Bonds CHF 27.00% -0.20%
Bonds non-CHF 14.70% -2.32%
Loans  2.90% 1.81%
Equity Domestic  6.80% 28.33%
Equity Foreign 16.00% 21.45%
Real Estate Direct 20.80%  5.67%
Real Estate Funds  2.20%  0.03%
Alternative Investments  4.60% -0.05%
Currency Management   0.50%   

100%  5.88%

 

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 5.00% 0.74%
Bonds CHF 27.00% 9.10%
Bonds non-CHF 15.00% 6.08%
Loans 4.00% 2.62%
Equity Domestic 8.00% 23.93%
Equity Foreign 15.00% 28.01%
Real Estate Total 22.00%
Real Estate Direct 7.08%
Real Estate Funds 15.86%
Alternative Investments 4.00% 8.19%

100% 11.85%

 

 

 

 

8401 Winterthur

28.12.2011


 

 

 

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Pension Funds Switzerland 2018

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Pension Funds Guide
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