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About
Disclaimer

Pension Funds Switzerland 2017

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 1'838 million
Performance 4.30%
Funded Ratio 101.40%

 

 

Senior Contacts

Function Contact Name Phone & Email

 

Director

 

Michael Bolt

 

Asset Management & Real Estate

 

Patrick Métral  

 

 

 

 

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 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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