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About
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

PTV Pensionskasse der Technischen Verbände SIA STV BSA

 

Pension Fund Name

 

PTV Pensionskasse der Technischen Verbände SIA STV BSA

 

 

Address Contact
Postfach 1023 Tel +41 31 380 7960
3000 Bern

www.ptv.ch

 

Facts and Figures

Membership 13'647 active, 2'301 retired
Assets 2'953 million
Performance 7.29%
Funded Ratio 111.30%

 

 

Senior Contacts

Director

 

Deputy Director

Gertrud Stoller-Laternser

 

Christen Beat

 

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   1.10%
Bonds CHF 28.70%
Bonds non-CHF 12.90%
Equity Domestic  7.00%
Equity Foreign 24.90%
Real Estate 23.50%
Alternative Investments  1.80%

100%  7.29%

 

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   0.70%
Bonds CHF 32.30%
Bonds non-CHF 13.30%
Equity Domestic  6.40%
Equity Foreign 21.80%
Real Estate 22.90%
Alternative Investments  2.60%

100%  3.71%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity   0.80%
Bonds CHF 34.20%
Bonds non-CHF 13.60%
Equity Domestic  7.00%
Equity Foreign 21.00%
Real Estate Domestic 19.20%
Real Estate Foreign  2.10%
Alternative Investments  1.20%
Commodities  1.00%

100%  0.33%

 

 

Investment Advisors

Bonds CHF

BEKB; Syz Asset Management

Bonds non-CHF

Zürcher KB; BlackRock

Equity Domestic Credit Suisse
Equity Foreign UBS

Real Estate

Maerki Baumann; UBS

Insurance-Linked

Strategies

LGT Capital Partners

Global Custody

Pictet

 

 

3000 Bern

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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