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Disclaimer

Pension Funds Switzerland 2015

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 116'968 active, 10'620 retired
Assets 10'770 million
Performance 2015 1.23%
Performance over 5 years p.a.
Funded Ratio 104.30%

 

 

Senior Contacts

 

 Function  Contact Name

 

Chairman of the Foundation Board

of Vita Joint Foundation

 

 Peter E. Naegeli

Chief Executive Officer

 

 Samuel Lissse

 

 


The largest semi-autonomous joint foundation

 

The Vita Joint Foundation is the largest semi-autonomous joint foundation in Switzerland, currently with 19,725 affiliated companies and around 117,000 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.

 

Outperforming in 2015
 

In the past difficult investment year, Vita Joint Foundation earned a return of 1.23% with its investment strategy focusing on long-term security, outperforming the average return for Swiss pension funds of 0.7%.


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 from a high rate of 2.25% on the mandatory retirement assets and 3% on the super-mandatory assets.

 

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

 

 2015

 2014

 Assets  Allocation   Returns 

Allocation

 Returns
   
Liquidity  2.84%    2.95%
Bonds Domestic  7.35%    8.96%
Bonds Foreign 26.44%   28.87%
Equity Domestic  6.22%   6.69%
Equity Foreign 20.69%   19.87%
Real Estate Domestic  7.59%    7.19%
Real Estate Foreign  3.31%    3.58%  
Alternative Investments 18.82%   16.37%
 Direct Investments - mortgages  6.72%    6.69%  
Currency overlay  0.03%   -0.16%

 100%  1.23% 100%  8.18%

 

 

-Zurich

02.09.2011


 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

 

 

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

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