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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

PAT BVG

 

Pension Fund Name

 

PAT BVG

 

 

Address Contact
Kapellenstrasse 5 Tel +41 31 330 2266
3011 Bern

www.pat-bvg.ch

 

 

Facts and Figures

 

Foundation 1984
Membership 22’646 active, 2’407 retired
Assets 6’332 million
Performance 9.10%
Funded Ratio 110.50%

 

 

Senior Contacts

Director

 

Asset Management

Adrian Brupacher

 

Jürg Rauber

adrian.brupacher@pat-bvg.ch

 

juerg.rauber@pat-bvg.ch

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns
Liquidity   3.60%
Bonds CHF   6.80%
Bonds non-CHF 15.30%
Mortgages, Loans   2.10%
Equity Domestic 11.40%
Equity Foreign 23.70%
Real Estate Domestic 21.30%
Real Estate Foreign   2.30%
Other Alternative Investments   6.30%
Commodities   3.50%
Private Equity   3.10%
Others   1.00%

100%    9.10%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
Liquidity   3.00%
Bonds CHF  7.90%
Bonds non-CHF 14.80%
Mortgages, Loans   0.50%
Equity Domestic 11.70%
Equity Foreign 23.70%
Real Estate Domestic 21.30%
Real Estate Foreign   2.30%
Other Alternative Investments   6.40%
Commodities   4.00%
Private Equity   2.80%
Others   1.50%

100%    5.10%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
Liquidity   6.00%
Bonds CHF 11.10%
Bonds non-CHF 15.50%
Mortgages, Loans   0.70%
Equity Domestic  9.20%
Equity Foreign 20.70%
Real Estate Domestic 21.40%
Real Estate Foreign   1.70%
Other Alternative Investments   5.70%
Commodities   3.00%
Private Equity   2.80%
Others  2.20%

100%    1.93%

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
Liquidity  7.80%
Bonds CHF 12.00%
Bonds non-CHF 20.20%
Mortgages, Loans  1.10%
Equity Domestic  9.00%
Equity Foreign 17.30%
Real Estate Domestic 21.40%
Real Estate Foreign  2.20%
Hedge Funds  0.70%
Commodities  4.00%
Private Equity  2.60%
Others  1.70%

100%  5.86%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 13.80%
Bonds CHF 13.60%
Bonds non-CHF 11.70%
Mortgages  1.60%
Equity Domestic 15.20%
Equity Foreign 11.40%
Real Estate Domestic 20.40%
Real Estate Foreign  2.70%
Hedge Funds  0.80%
Commodities 4.90%
Private Equity 2.00%
Others 1.90%

100%  5.86%

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 18.90%
Bonds CHF 18.00%
Bonds non-CHF 8.40%
Mortgages 1.50%
Equity Domestic 13.90%
Equity Foreign 9.10%
Real Estate Domestic 15.80%
Real Estate Foreign 1.00%
Hedge Funds 5.80%
Commodities 4.60%
Private Equity 0.30%
Others 2.70%

100% 11.10%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 16.10% 1.80%
Bonds CHF 23.30% 5.60%
Bonds non-CHF 9.20% -5.30%
Mortgages 2.20% 4.00%
Equity Domestic 8.20% -34.90%
Equity Foreign 12.20% -43.90%
Real Estate Domestic 15.80% 1.20%
Alternative Investments 13.00% -24.60%

100% -13.30%

 

 

3011 Bern

12.01.2012


 

 

 

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Pension Funds Switzerland 2018

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Pension Funds Switzerland 2017

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Pension Funds Switzerland 2016

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Pension Funds Guide
Switzerland 2015

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