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Pension Funds Switzerland 2018

is made possible thanks to the following sponsors:












Sammelstiftung Vita

Vita Joint Foundation







   Pension Funds - Pension Funds Switzerland - Multi-Employer Funds

Sammelstiftung Vita




Vita Joint Foundation


Address Contact
Hagenholzstrasse 60 Tel +41 44 317 1070
8050 Zürich


Facts and Figures


Foundation 2003
Membership 121'373 active, 11'497 retired
Assets 11'829 million
Performance 2016 3.75%
Funded Ratio 104.40%



Senior Contacts


 Function  Contact Name


Chairman of the Foundation Board

of Vita Joint Foundation


Peter E. Naegeli

Chief Executive Officer


Dr. Werner Wüthrich



The largest semi-autonomous joint foundation


The Vita Joint Foundation is the largest semi-autonomous joint foundation in Switzerland, currently with 20’554 affiliated companies and around 121’000 policyholders.
With pension plans tailored to needs, we provide the right insurance coverage for our customers and their employees. Attractive interest payments for retirement savings capital can be offered thanks to a top ranking in terms of return on investment.


Performance in 2016 


In the past year, Vita Joint Foundation earned with its investment strategy focusing on long-term security a return of 3,75%.

Vita Classic pension planning model allows high interest rates
Thanks to our innovative pension model and stable income base, employees of the affiliated companies* can in these times of low interest rates benefit in 2017 from a high rate of 2% on the mandatory retirement assets and 2,5% on the super-mandatory assets.

*companies who joined before January 1, 2016


Partnership with top class insurance partner Zurich


Customer service, risk reinsurance and pension services are provided for the Vita Joint Foundation by the insurance partner Zurich. Under the brand Vita, the Vita Joint Foundation will continue to bolster its offer of up-to-date occupational retirement provision in the interest of affiliated companies and their policyholders.



Asset Allocation and Returns




 Assets  Allocation   Returns 


Liquidity  1.58%    2.84%
Bonds Domestic  7.39%    7.35%
Bonds Foreign 28.03%   26.44%
Equity Domestic  6.12%   6.22%
Equity Foreign 20.18%   20.69%
Real Estate Domestic  7.40%    7.59%
Real Estate Foreign  3.11%    3.31%  
Alternative Investments 19.61%   18.82%
Direct Investments - mortgages  6.59%    6.72%  
Currency overlay -0.02%    0.03%

 100%  3.75% 100%  1.23%







Public Pension Funds



Corporate Pension Funds



Industry-Wide Funds



Multi-Employer Funds








New this October:

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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