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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 - Multi-Employer Funds

Sammelstiftung Vita

 

 

 

Vita Joint Foundation

 

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

info@vitasammelstiftung.ch

www.vita.ch

 

Facts and Figures

 

Foundation 2003
Membership 123'950 active, 11'944 retired
Assets 13'290 million
Performance 2016 6.76%
Funded Ratio 105.70%

 

 

Senior Contacts

 

Chairman of the Foundation Board

of Vita Joint Foundation

 

Peter E. Naegeli

Chief Executive Officer

Dr. Werner Wüthrich

 

 

Asset Allocation and Returns (31.12.2017)

 Assets  Allocation   Returns 
   
Liquidity  2.15%  
Bonds Domestic  5.32%  
Bonds Foreign 28.39%  
Equity Domestic  5.90%  
Equity Foreign 20.92%  
Real Estate Domestic  7.79%  
Real Estate Foreign  3.73%  
Alternative Investments 19.25%  
Direct Investments - mortgages  6.51%  
Currency overlay  0.04%  

 100%  6.76%

 

 

 

Asset Allocation and Returns

 

 2016

 2015

 Assets  Allocation   Returns 

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%

 

 

 

-Zurich

02.09.2011


 

 

 

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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