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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 - Industry-Wide Funds

Hotela Fonds de prévoyance de la SSH

 

Pension Fund Name

 

Hotela Fonds de prévoyance de la SSH

 

 

Address Contact
Rue de la Gare 18 Tel +41 21 962 4949
Case postale 1251

www.hotela.ch

1820 Montreux

 

Facts and Figures

 

Foundation 1962
Assets 1'967 million
Performance 7.00%
Funded Ratio 106.00%

 

 

Senior Contacts

Director

Michael Bolt

Asset Management & Real Estate

Patrick Métral

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   0.80%
Bonds CHF 10.00%
Bonds non-CHF 22.70%
Equity 28.90%
Real Estate 20.20%
Alternative Investments 17.40%

100%  7.00%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   1.50%
Bonds CHF 12.10%
Bonds non-CHF 22.00%
Equity 26.90%
Real Estate 20.50%
Alternative Investments 17.00%

100%  4.30%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity   1.10%
Bonds CHF 13.30%
Bonds non-CHF 22.90%
Equity 25.30%
Real Estate 21.20%
Alternative Investments 16.20%

100% -0.47%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 27.00% 0.30%
Bonds CHF 22.00% 6.20%
Bonds non-CHF 25.00% 3.70%
Equity 11.00% 29.20%
Real Estate 10.00% 15.90%
Commodities 5.00% 6.10%

100% 9.10%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 18.00% 2.70%
Bonds CHF 23.00% 6.80%
Bonds non-CHF 25.00% -1.90%
Equity 20.00% -48.50%
Real Estate 8.00% -11.60%
Hedge Funds 1.00% -20.80%
Commodities 5.00% 2.70%

100% -15.80%

 

 

1820 Montreux

12.01.2012


 

 

 

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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